MPPW
EFX icon

Mitchell & Pahl Private Wealth’s Equifax EFX Stock Holding History

Mitchell & Pahl Private Wealth’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$668K Buy
4,209
+276
+7% +$47K 0.25% 119
2026
Q1 		$708K Buy
3,933
+301
+8% +$59.8K 0.29% 112
2025
Q4 		$788K Buy
3,632
+160
+5% +$35K 0.33% 106
2025
Q3 		$891K Buy
3,472
+77
+2% +$19.4K 0.37% 94
2025
Q2 		$881K Buy
3,395
+264
+8% +$67.2K 0.39% 91
2025
Q1 		$763K Buy
3,131
+19
+0.6% +$4.78K 0.36% 98
2024
Q4 		$793K Buy
3,112
+176
+6% +$47.2K 0.37% 97
2024
Q3 		$863K Buy
2,936
+56
+2% +$15.8K 0.4% 91
2024
Q2 		$698K Buy
2,880
+29
+1% +$6.92K 0.37% 100
2024
Q1 		$763K Buy
2,851
+125
+5% +$31.8K 0.4% 98
2023
Q4 		$674K Buy
2,726
+31
+1% +$6.29K 0.38% 99
2023
Q3 		$494K Buy
2,695
+481
+22% +$98.2K 0.29% 115
2023
Q2 		$521K Buy
2,214
+159
+8% +$33.5K 0.31% 111
2023
Q1 		$417K Buy
2,055
+41
+2% +$8.53K 0.26% 124
2022
Q4 		$391K Buy
2,014
+432
+27% +$78.9K 0.26% 123
2022
Q3 		$271K Buy
1,582
+156
+11% +$30.6K 0.2% 138
2022
Q2 		$261K Buy
1,426
+354
+33% +$70.8K 0.18% 143
2022
Q1 		$254K Buy
1,072
+213
+25% +$50.2K 0.16% 148
2021
Q4 		$252K Buy
+859
New +$239K 0.16% 146

Other funds holding EFX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Mitchell & Pahl Private Wealth's EFX Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Equifax (EFX) stake by 7% in Q2 2026, buying an estimated $47K and bringing the position to 4,209 shares worth $668K. The position accounts for 0.25% of the portfolio, ranked #119.

Mitchell & Pahl Private Wealth first reported a position in EFX in Q4 2021 and has held it in 19 quarters since. The position peaked at $891K in Q3 2025. 113 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 4,209 shares of Equifax worth $668K as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 276 Equifax shares in Q2 2026, an estimated $47K.
  • Equifax made up 0.25% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #119 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Equifax in Q4 2021 and has held it in 19 quarters since.
  • Mitchell & Pahl Private Wealth's Equifax position peaked at $891K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.