Premier Path Wealth Partners’s Equifax EFX Stock Holding History

Premier Path Wealth Partners’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	–	Sell	-2,514	Closed	-$399K	–	396
2026 Q2	$399K	Sell	2,514 -2,107	-46%	-$359K	0.05%	307
2026 Q1	$832K	Sell	4,621 -662	-13%	-$131K	0.11%	183
2025 Q4	$1.15M	Sell	5,283 -467	-8%	-$102K	0.15%	130
2025 Q3	$1.48M	Buy	5,750 +346	+6%	+$87K	0.19%	118
2025 Q2	$1.4M	Sell	5,404 -590	-10%	-$150K	0.2%	123
2025 Q1	$1.46M	Buy	5,994 +278	+5%	+$69.9K	0.23%	104
2024 Q4	$1.46M	Buy	5,716 +652	+13%	+$175K	0.22%	101
2024 Q3	$1.49M	Sell	5,064 -453	-8%	-$128K	0.23%	101
2024 Q2	$1.34M	Buy	5,517 +663	+14%	+$158K	0.23%	108
2024 Q1	$1.3M	Sell	4,854 -114	-2%	-$29K	0.24%	103
2023 Q4	$1.24M	Buy	+4,968	New	+$1.01M	0.27%	91

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

Premier Path Wealth Partners's EFX Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of Equifax (EFX) in Q3 2026, closing a stake of 2,514 shares — an estimated $399K sold.

Premier Path Wealth Partners first reported a position in EFX in Q4 2023 and held it in 11 quarters. The position peaked at $1.49M in Q3 2024. 364 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

Premier Path Wealth Partners reported no remaining Equifax position as of Q3 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 2,514 Equifax shares in Q3 2026, an estimated $399K.
Premier Path Wealth Partners first reported a position in Equifax in Q4 2023 and held it in 11 quarters.
Premier Path Wealth Partners's Equifax position peaked at $1.49M in Q3 2024.
364 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.