NWF Advisory Services’s Equifax EFX Stock Holding History

NWF Advisory Services’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 Q3	$286K	Hold	2,087	–	–	0.03%	316
2026 Q2	$331K	Hold	2,087	–	–	0.03%	293
2026 Q1	$376K	Hold	2,087	–	–	0.04%	249
2025 Q4	$453K	Hold	2,087	–	–	0.05%	219
2025 Q3	$535K	Hold	2,087	–	–	0.06%	204
2025 Q2	$541K	Hold	2,087	–	–	0.06%	194
2025 Q1	$508K	Hold	2,087	–	–	0.07%	177
2024 Q4	$532K	Hold	2,087	–	–	0.08%	124
2024 Q3	$613K	Sell	2,087 -4	-0.2%	-$1.13K	0.09%	146
2024 Q2	$507K	Hold	2,091	–	–	0.08%	154
2024 Q1	$559K	Hold	2,091	–	–	0.09%	149
2023 Q4	$517K	Sell	2,091 -313	-13%	-$63.5K	0.1%	143
2023 Q3	$440K	Hold	2,404	–	–	0.1%	146
2023 Q2	$566K	Hold	2,404	–	–	0.13%	129
2023 Q1	$566K	Buy	+2,404	New	+$500K	0.13%	128

Other funds holding EFX

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NWF Advisory Services's EFX Position: Q3 2026 in Review

NWF Advisory Services held its Equifax (EFX) position steady in Q3 2026 at 2,087 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #316.

NWF Advisory Services first reported a position in EFX in Q1 2023 and has held it in 15 quarters since. The position peaked at $613K in Q3 2024. 157 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

NWF Advisory Services held 2,087 shares of Equifax worth $286K as of Q3 2026.
NWF Advisory Services left its Equifax share count unchanged in Q3 2026.
Equifax made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #316 holding.
NWF Advisory Services first reported a position in Equifax in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Equifax position peaked at $613K in Q3 2024.
157 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.