Thrive Wealth Management
EFX icon

Thrive Wealth Management’s Equifax EFX Stock Holding History

Thrive 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 		$328K Buy
2,393
+1,078
+82% +$187K 0.04% 178
2026
Q2 		$209K Sell
1,315
-582
-31% -$99.2K 0.03% 244
2026
Q1 		$342K Sell
1,897
-1,010
-35% -$201K 0.05% 158
2025
Q4 		$631K Sell
2,907
-56
-2% -$12.3K 0.09% 109
2025
Q3 		$760K Buy
2,963
+834
+39% +$210K 0.11% 98
2025
Q2 		$552K Buy
2,129
+822
+63% +$209K 0.09% 115
2025
Q1 		$318K Buy
1,307
+121
+10% +$30.4K 0.06% 153
2024
Q4 		$302K Sell
1,186
-27
-2% -$7.24K 0.05% 154
2024
Q3 		$356K Sell
1,213
-13
-1% -$3.67K 0.07% 151
2024
Q2 		$297K Buy
1,226
+124
+11% +$29.6K 0.06% 161
2024
Q1 		$295K Buy
1,102
+89
+9% +$22.6K 0.06% 160
2023
Q4 		$251K Buy
+1,013
New +$205K 0.06% 163
2023
Q3 		– Sell
-987
Closed -$232K – 172
2023
Q2 		$232K Buy
+987
New +$208K 0.06% 159

Other funds holding EFX

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

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

Thrive Wealth Management increased its Equifax (EFX) stake by 82% in Q3 2026, buying an estimated $187K and bringing the position to 2,393 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #178.

Thrive Wealth Management first reported a position in EFX in Q2 2023 and has held it in 13 quarters since. The position peaked at $760K in Q3 2025. 145 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Thrive Wealth Management held 2,393 shares of Equifax worth $328K as of Q3 2026.
  • Thrive Wealth Management bought 1,078 Equifax shares in Q3 2026, an estimated $187K.
  • Equifax made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Thrive Wealth Management first reported a position in Equifax in Q2 2023 and has held it in 13 quarters since.
  • Thrive Wealth Management's Equifax position peaked at $760K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

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