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Spire Wealth Management’s Equifax EFX Stock Holding History

Spire 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
Q2 		$22.6K Buy
142
+26
+22% +$4.43K ﹤0.01% 1409
2026
Q1 		$20.9K Buy
116
+35
+43% +$6.95K ﹤0.01% 1408
2025
Q4 		$17.6K Sell
81
-47
-37% -$10.3K ﹤0.01% 1529
2025
Q3 		$32.8K Buy
128
+58
+83% +$14.6K ﹤0.01% 1364
2025
Q2 		$18.2K Sell
70
-62
-47% -$15.8K ﹤0.01% 1547
2025
Q1 		$32.1K Sell
132
-19
-13% -$4.78K ﹤0.01% 1449
2024
Q4 		$38.5K Buy
151
+75
+99% +$20.1K ﹤0.01% 1386
2024
Q3 		$22.3K Sell
76
-22
-22% -$6.21K ﹤0.01% 1407
2024
Q2 		$23.8K Buy
98
+1
+1% +$239 ﹤0.01% 1382
2024
Q1 		$25.9K Sell
97
-124
-56% -$31.6K ﹤0.01% 1427
2023
Q4 		$54.1K Buy
221
+25
+13% +$5.07K ﹤0.01% 1184
2023
Q3 		$36K Buy
196
+33
+20% +$6.74K ﹤0.01% 1293
2023
Q2 		$38.3K Buy
163
+21
+15% +$4.42K ﹤0.01% 1312
2023
Q1 		$28.8K Buy
142
+77
+118% +$16K ﹤0.01% 1447
2022
Q4 		$13K Buy
65
+29
+81% +$5.3K ﹤0.01% 1519
2022
Q3 		$6K Sell
36
-37
-51% -$7.25K ﹤0.01% 1690
2022
Q2 		$13K Hold
73
– – ﹤0.01% 1826
2022
Q1 		$17K Sell
73
-153
-68% -$36.1K ﹤0.01% 1868
2021
Q4 		$66K Buy
226
+120
+113% +$33.4K ﹤0.01% 1594
2021
Q3 		$27K Buy
106
+24
+29% +$6.24K ﹤0.01% 1725
2021
Q2 		$20K Sell
82
-239
-74% -$53.4K ﹤0.01% 1866
2021
Q1 		$58K Buy
+321
New +$56.7K ﹤0.01% 1652

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
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)
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spire Wealth Management's EFX Position: Q2 2026 in Review

Spire Wealth Management increased its Equifax (EFX) stake by 22% in Q2 2026, buying an estimated $4.43K and bringing the position to 142 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Spire Wealth Management first reported a position in EFX in Q1 2021 and has held it in 22 quarters since. The position peaked at $66K in Q4 2021. 156 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Spire Wealth Management held 142 shares of Equifax worth $22.6K as of Q2 2026.
  • Spire Wealth Management bought 26 Equifax shares in Q2 2026, an estimated $4.43K.
  • Equifax made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1409 holding.
  • Spire Wealth Management first reported a position in Equifax in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Equifax position peaked at $66K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.