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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
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 		$2.33K Buy
9
+2
+29% +$509 ﹤0.01% 1118
2025
Q1 		$1.71K 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

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
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
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

True Wealth Design's EFX Position: Q2 2026 in Review

True Wealth Design increased its Equifax (EFX) stake by 24% in Q2 2026, buying an estimated $26.8K and bringing the position to 823 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #192.

True Wealth Design first reported a position in EFX in Q4 2022 and has held it in 15 quarters since. 94 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • True Wealth Design held 823 shares of Equifax worth $131K as of Q2 2026.
  • True Wealth Design bought 157 Equifax shares in Q2 2026, an estimated $26.8K.
  • Equifax made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #192 holding.
  • True Wealth Design first reported a position in Equifax in Q4 2022 and has held it in 15 quarters since.
  • 94 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.