Spire Wealth Management
EFX icon

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
Q3 		$22.9K Buy
167
+25
+18% +$4.35K ﹤0.01% 1360
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 		$32.2K 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% -$6.2K ﹤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

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

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

Spire Wealth Management increased its Equifax (EFX) stake by 18% in Q3 2026, buying an estimated $4.35K and bringing the position to 167 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Spire Wealth Management first reported a position in EFX in Q1 2021 and has held it in 23 quarters since. The position peaked at $66K in Q4 2021. 649 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Spire Wealth Management held 167 shares of Equifax worth $22.9K as of Q3 2026.
  • Spire Wealth Management bought 25 Equifax shares in Q3 2026, an estimated $4.35K.
  • Equifax made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1360 holding.
  • Spire Wealth Management first reported a position in Equifax in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Equifax position peaked at $66K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.