Sowell Financial Services’s Equifax EFX Stock Holding History

Sowell Financial 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	$220K	Sell	1,389 -131	-9%	-$22.3K	0.01%	1023
2026 Q1	$274K	Buy	1,520 +5	+0.3%	+$993	0.01%	868
2025 Q4	$329K	Buy	1,515 +9	+0.6%	+$1.97K	0.01%	799
2025 Q3	$386K	Buy	1,506 +73	+5%	+$18.3K	0.01%	725
2025 Q2	$372K	Buy	1,433 +55	+4%	+$14K	0.02%	703
2025 Q1	$336K	Buy	+1,378	New	+$346K	0.02%	713
2021 Q2	–	Sell	-123	Closed	-$29K	–	1129
2021 Q1	$29K	Sell	123 -8	-6%	-$1.41K	﹤0.01%	1884
2020 Q4	$25K	Sell	131 -9	-6%	-$1.51K	﹤0.01%	1637
2020 Q3	$22K	Sell	140 -3	-2%	-$491	﹤0.01%	1516
2020 Q2	$25K	Buy	143 +4	+3%	+$593	﹤0.01%	1391
2020 Q1	$17K	Sell	139 -8	-5%	-$1.16K	﹤0.01%	1440
2019 Q4	$21K	Sell	147 -14	-9%	-$1.94K	﹤0.01%	1416
2019 Q3	$23K	Buy	+161	New	+$22.7K	﹤0.01%	1226

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sowell Financial Services's EFX Position: Q2 2026 in Review

Sowell Financial Services reduced its Equifax (EFX) stake by 8.6% in Q2 2026, selling an estimated $22.3K and leaving 1,389 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #1023.

Sowell Financial Services first reported a position in EFX in Q3 2019 and has held it in 13 quarters since. The position peaked at $386K in Q3 2025. 156 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Sowell Financial Services held 1,389 shares of Equifax worth $220K as of Q2 2026.
Sowell Financial Services sold 131 Equifax shares in Q2 2026, an estimated $22.3K.
Equifax made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1023 holding.
Sowell Financial Services first reported a position in Equifax in Q3 2019 and has held it in 13 quarters since.
Sowell Financial Services's Equifax position peaked at $386K in Q3 2025.
156 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.