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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
Q2 		$53.3K Sell
336
-319
-49% -$54.4K 0.01% 1233
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Pinnacle Wealth Planning Services's EFX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Equifax (EFX) stake by 49% in Q2 2026, selling an estimated $54.4K and leaving 336 shares worth $53.3K. The position accounts for 0.01% of the portfolio, ranked #1233.

Pinnacle Wealth Planning Services first reported a position in EFX in Q4 2020 and has held it in 4 quarters since. The position peaked at $118K in Q1 2026. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 336 shares of Equifax worth $53.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 319 Equifax shares in Q2 2026, an estimated $54.4K.
  • Equifax made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1233 holding.
  • Pinnacle Wealth Planning Services first reported a position in Equifax in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Equifax position peaked at $118K in Q1 2026.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.