TCV Trust & Wealth Management’s Equifax EFX Stock Holding History

TCV Trust & 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	$254K	Hold	1,600	–	–	0.02%	193
2026 Q1	$288K	Sell	1,600 -300	-16%	-$59.6K	0.02%	182
2025 Q4	$412K	Hold	1,900	–	–	0.03%	163
2025 Q3	$487K	Hold	1,900	–	–	0.04%	145
2025 Q2	$493K	Hold	1,900	–	–	0.04%	146
2025 Q1	$463K	Hold	1,900	–	–	0.04%	145
2024 Q4	$484K	Buy	1,900 +300	+19%	+$80.4K	0.04%	143
2024 Q3	$470K	Hold	1,600	–	–	0.04%	145
2024 Q2	$388K	Hold	1,600	–	–	0.04%	151
2024 Q1	$428K	Hold	1,600	–	–	0.04%	150
2023 Q4	$396K	Hold	1,600	–	–	0.04%	151
2023 Q3	$293K	Hold	1,600	–	–	0.03%	162
2023 Q2	$376K	Hold	1,600	–	–	0.04%	149
2023 Q1	$325K	Hold	1,600	–	–	0.04%	158
2022 Q4	$311K	Sell	1,600 -19	-1%	-$3.47K	0.04%	161
2022 Q3	$277K	Hold	1,619	–	–	0.04%	160
2022 Q2	$295K	Hold	1,619	–	–	0.04%	164
2022 Q1	$384K	Hold	1,619	–	–	0.04%	159
2021 Q4	$474K	Buy	1,619 +19	+1%	+$5.29K	0.05%	145
2021 Q3	$405K	Hold	1,600	–	–	0.04%	152
2021 Q2	$383K	Hold	1,600	–	–	0.04%	152
2021 Q1	$290K	Hold	1,600	–	–	0.03%	157
2020 Q4	$309K	Hold	1,600	–	–	0.04%	152
2020 Q3	$251K	Hold	1,600	–	–	0.03%	162
2020 Q2	$275K	Buy	+1,600	New	+$237K	0.04%	153
2020 Q1	–	Sell	-1,600	Closed	-$224K	–	174
2019 Q4	$224K	Hold	1,600	–	–	0.03%	187
2019 Q3	$225K	Hold	1,600	–	–	0.03%	184
2019 Q2	$216K	Buy	+1,600	New	+$201K	0.03%	191
2019 Q1	–	Sell	-3,600	Closed	-$335K	–	204
2018 Q4	$335K	Hold	3,600	–	–	0.05%	160
2018 Q3	$470K	Buy	3,600 +2,000	+125%	+$261K	0.06%	144
2018 Q2	$200K	Buy	+1,600	New	+$190K	0.03%	205

Other funds holding EFX

ECU

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TCV Trust & Wealth Management's EFX Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Equifax (EFX) position steady in Q2 2026 at 1,600 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #193.

TCV Trust & Wealth Management first reported a position in EFX in Q2 2018 and has held it in 31 quarters since. The position peaked at $493K in Q2 2025. 293 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

TCV Trust & Wealth Management held 1,600 shares of Equifax worth $254K as of Q2 2026.
TCV Trust & Wealth Management left its Equifax share count unchanged in Q2 2026.
Equifax made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #193 holding.
TCV Trust & Wealth Management first reported a position in Equifax in Q2 2018 and has held it in 31 quarters since.
TCV Trust & Wealth Management's Equifax position peaked at $493K in Q2 2025.
293 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.