Physician Wealth Advisors’s Equifax EFX Stock Holding History

Physician Wealth Advisors’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	$2.38K	Buy	15 +10	+200%	+$1.7K	﹤0.01%	1425
2026 Q1	$901	Sell	5 -39	-89%	-$7.75K	﹤0.01%	1747
2025 Q4	$9.55K	Buy	44 +15	+52%	+$3.29K	﹤0.01%	780
2025 Q3	$7.44K	Buy	29 +18	+164%	+$4.52K	﹤0.01%	821
2025 Q2	$2.85K	Buy	+11	New	+$2.8K	﹤0.01%	931

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's EFX Position: Q2 2026 in Review

Physician Wealth Advisors increased its Equifax (EFX) stake by 200% in Q2 2026, buying an estimated $1.7K and bringing the position to 15 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Physician Wealth Advisors first reported a position in EFX in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.55K in Q4 2025. 139 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Physician Wealth Advisors held 15 shares of Equifax worth $2.38K as of Q2 2026.
Physician Wealth Advisors bought 10 Equifax shares in Q2 2026, an estimated $1.7K.
Equifax made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1425 holding.
Physician Wealth Advisors first reported a position in Equifax in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Equifax position peaked at $9.55K in Q4 2025.
139 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.