True Wealth Design
EFX icon

True Wealth Design’s Equifax EFX Stock Holding History

True Wealth Design’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 		$81.9K Sell
597
-226
-27% -$39.3K 0.02% 341
2026
Q2 		$131K Buy
823
+157
+24% +$26.8K 0.03% 192
2026
Q1 		$120K Buy
666
+518
+350% +$103K 0.03% 171
2025
Q4 		$32.1K Buy
148
+58
+64% +$12.7K 0.01% 461
2025
Q3 		$23.1K Buy
90
+81
+900% +$20.4K 0.01% 554
2025
Q2 		$2.34K Buy
9
+2
+29% +$509 ﹤0.01% 1118
2025
Q1 		$1.7K Sell
7
-94
-93% -$23.6K ﹤0.01% 1066
2024
Q4 		$25.7K Buy
101
+96
+1,920% +$25.7K 0.01% 289
2024
Q3 		$1.47K Hold
5
– – ﹤0.01% 869
2024
Q2 		$1.21K Buy
5
+1
+25% +$239 ﹤0.01% 466
2024
Q1 		$1.07K Buy
4
+2
+100% +$509 ﹤0.01% 451
2023
Q4 		$495 Hold
2
– – ﹤0.01% 474
2023
Q3 		$367 Hold
2
– – ﹤0.01% 504
2023
Q2 		$471 Hold
2
– – ﹤0.01% 456
2023
Q1 		$406 Hold
2
– – ﹤0.01% 576
2022
Q4 		$389 Buy
+2
New +$366 ﹤0.01% 519

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
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

True Wealth Design's EFX Position: Q3 2026 in Review

True Wealth Design reduced its Equifax (EFX) stake by 27% in Q3 2026, selling an estimated $39.3K and leaving 597 shares worth $81.9K. The position accounts for 0.02% of the portfolio, ranked #341.

True Wealth Design first reported a position in EFX in Q4 2022 and has held it in 16 quarters since. The position peaked at $131K in Q2 2026. 157 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • True Wealth Design held 597 shares of Equifax worth $81.9K as of Q3 2026.
  • True Wealth Design sold 226 Equifax shares in Q3 2026, an estimated $39.3K.
  • Equifax made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #341 holding.
  • True Wealth Design first reported a position in Equifax in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Equifax position peaked at $131K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.