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TFC Financial Management’s Equifax EFX Stock Holding History

TFC Financial 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 		$637 Sell
4
-6
-60% -$1.02K ﹤0.01% 711
2026
Q1 		$1.8K Buy
10
+3
+43% +$596 ﹤0.01% 545
2025
Q4 		$1.52K Sell
7
-2
-22% -$438 ﹤0.01% 557
2025
Q3 		$2.31K Hold
9
– – ﹤0.01% 544
2025
Q2 		$2.34K Buy
9
+1
+13% +$254 ﹤0.01% 494
2025
Q1 		$1.95K Hold
8
– – ﹤0.01% 494
2024
Q4 		$2.04K Hold
8
– – ﹤0.01% 501
2024
Q3 		$2.35K Hold
8
– – ﹤0.01% 488
2024
Q2 		$1.94K Buy
8
+1
+14% +$239 ﹤0.01% 484
2024
Q1 		$1.88K Buy
7
+1
+17% +$254 ﹤0.01% 482
2023
Q4 		$1.49K Sell
6
-2
-25% -$406 ﹤0.01% 482
2023
Q3 		$1.47K Buy
8
+2
+33% +$408 ﹤0.01% 499
2023
Q2 		$1.42K Sell
6
-2
-25% -$421 ﹤0.01% 478
2023
Q1 		$1.63K Buy
8
+2
+33% +$416 ﹤0.01% 477
2022
Q4 		$1.17K Hold
6
– – ﹤0.01% 442
2022
Q3 		$1K Hold
6
– – ﹤0.01% 465
2022
Q2 		$1K Hold
6
– – ﹤0.01% 458
2022
Q1 		$1K Hold
6
– – ﹤0.01% 474
2021
Q4 		$2K Hold
6
– – ﹤0.01% 461
2021
Q3 		$2K Hold
6
– – ﹤0.01% 448
2021
Q2 		$1K Hold
6
– – ﹤0.01% 507
2021
Q1 		$1K Hold
6
– – ﹤0.01% 496
2020
Q4 		$1K Hold
6
– – ﹤0.01% 482
2020
Q3 		$1K Buy
+6
New +$983 ﹤0.01% 450

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TFC Financial Management's EFX Position: Q2 2026 in Review

TFC Financial Management reduced its Equifax (EFX) stake by 60% in Q2 2026, selling an estimated $1.02K and leaving 4 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #711.

TFC Financial Management first reported a position in EFX in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.35K in Q3 2024. 148 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • TFC Financial Management held 4 shares of Equifax worth $637 as of Q2 2026.
  • TFC Financial Management sold 6 Equifax shares in Q2 2026, an estimated $1.02K.
  • Equifax made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #711 holding.
  • TFC Financial Management first reported a position in Equifax in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Equifax position peaked at $2.35K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.