Power Wealth Management’s Equifax EFX Stock Holding History

Power Wealth Management’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	$613K	Hold	4,469	–	–	0.21%	68
2026 Q2	$709K	Hold	4,469	–	–	0.24%	61
2026 Q1	$805K	Hold	4,469	–	–	0.3%	51
2025 Q4	$970K	Sell	4,469 -31	-0.7%	-$6.79K	0.34%	49
2025 Q3	$1.15M	Hold	4,500	–	–	0.42%	42
2025 Q2	$1.17M	Buy	4,500 +31	+0.7%	+$7.88K	0.45%	38
2025 Q1	$1.09M	Sell	4,469 -128	-3%	-$32.2K	0.44%	40
2024 Q4	$1.17M	Sell	4,597 -2,274	-33%	-$609K	0.49%	41
2024 Q3	$2.02M	Buy	6,871 +444	+7%	+$125K	0.86%	24
2024 Q2	$1.56M	Buy	6,427 +494	+8%	+$118K	0.74%	28
2024 Q1	$1.59M	Buy	+5,933	New	+$1.51M	1%	25

Other funds holding EFX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Power Wealth Management's EFX Position: Q3 2026 in Review

Power Wealth Management held its Equifax (EFX) position steady in Q3 2026 at 4,469 shares worth $613K. The position accounts for 0.21% of the portfolio, ranked #68.

Power Wealth Management first reported a position in EFX in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.02M in Q3 2024. 364 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

Power Wealth Management held 4,469 shares of Equifax worth $613K as of Q3 2026.
Power Wealth Management left its Equifax share count unchanged in Q3 2026.
Equifax made up 0.21% of Power Wealth Management's portfolio in Q3 2026, its #68 holding.
Power Wealth Management first reported a position in Equifax in Q1 2024 and has held it in 11 quarters since.
Power Wealth Management's Equifax position peaked at $2.02M in Q3 2024.
364 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.