Retirement Wealth Solutions
EFX icon

Retirement Wealth Solutions’s Equifax EFX Stock Holding History

Retirement Wealth Solutions’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 		$549 Buy
4
+2
+100% +$348 ﹤0.01% 830
2026
Q2 		$318 Sell
2
-1
-33% -$170 ﹤0.01% 757
2026
Q1 		$541 Buy
+3
New +$596 ﹤0.01% 715
2025
Q4 		– Sell
-3
Closed -$770 – 784
2025
Q3 		$770 Buy
+3
New +$754 ﹤0.01% 617

Other funds holding EFX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Retirement Wealth Solutions's EFX Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Equifax (EFX) stake by 100% in Q3 2026, buying an estimated $348 and bringing the position to 4 shares worth $549. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Retirement Wealth Solutions first reported a position in EFX in Q3 2025 and has held it in 4 quarters since. The position peaked at $770 in Q3 2025. 649 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Retirement Wealth Solutions held 4 shares of Equifax worth $549 as of Q3 2026.
  • Retirement Wealth Solutions bought 2 Equifax shares in Q3 2026, an estimated $348.
  • Equifax made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #830 holding.
  • Retirement Wealth Solutions first reported a position in Equifax in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Equifax position peaked at $770 in Q3 2025.
  • 649 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.