N.E.W. Advisory Services’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.6K Buy
73
+10
+16% +$1.7K ﹤0.01% 628
2026
Q1
$11.3K Hold
63
﹤0.01% 604
2025
Q4
$13.7K Sell
63
-50
-44% -$10.9K ﹤0.01% 563
2025
Q3
$29K Hold
113
﹤0.01% 398
2025
Q2
$29.3K Hold
113
﹤0.01% 393
2025
Q1
$27.5K Buy
+113
New +$28.4K ﹤0.01% 449

Other funds holding EFX

N.E.W. Advisory Services's EFX Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Equifax (EFX) stake by 16% in Q2 2026, buying an estimated $1.7K and bringing the position to 73 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

N.E.W. Advisory Services first reported a position in EFX in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.3K in Q2 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • N.E.W. Advisory Services held 73 shares of Equifax worth $11.6K as of Q2 2026.
  • N.E.W. Advisory Services bought 10 Equifax shares in Q2 2026, an estimated $1.7K.
  • Equifax made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #628 holding.
  • N.E.W. Advisory Services first reported a position in Equifax in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Equifax position peaked at $29.3K in Q2 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.