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Pinnacle Wealth Planning Services’s Equifax EFX Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$118K Buy
655
+457
+231% +$90.8K 0.01% 717
2025
Q4 		$43K Buy
+198
New +$43.4K ﹤0.01% 1305
2021
Q1 		– Sell
-147
Closed -$29K – 815
2020
Q4 		$29K Buy
+147
New +$24.7K 0.01% 1009

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's EFX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Equifax (EFX) stake by 231% in Q1 2026, buying an estimated $90.8K and bringing the position to 655 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #717.

Pinnacle Wealth Planning Services first reported a position in EFX in Q4 2020 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 655 shares of Equifax worth $118K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 457 Equifax shares in Q1 2026, an estimated $90.8K.
  • Equifax made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #717 holding.
  • Pinnacle Wealth Planning Services first reported a position in Equifax in Q4 2020 and has held it in 3 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.