TCV Trust & Wealth Management’s Equifax EFX Stock Holding History
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
SCP
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. 837 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.
- 837 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.