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 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

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

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Thrive Wealth Management's EFX Position: Q2 2026 in Review

Thrive Wealth Management reduced its Equifax (EFX) stake by 31% in Q2 2026, selling an estimated $99.2K and leaving 1,315 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #244.

Thrive Wealth Management first reported a position in EFX in Q2 2023 and has held it in 12 quarters since. The position peaked at $760K in Q3 2025. 94 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Thrive Wealth Management held 1,315 shares of Equifax worth $209K as of Q2 2026.
Thrive Wealth Management sold 582 Equifax shares in Q2 2026, an estimated $99.2K.
Equifax made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #244 holding.
Thrive Wealth Management first reported a position in Equifax in Q2 2023 and has held it in 12 quarters since.
Thrive Wealth Management's Equifax position peaked at $760K in Q3 2025.
94 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.