TrueWealth Advisors’s Equifax EFX Stock Holding History

TrueWealth Advisors’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	$205K	Hold	1,289	–	–	0.05%	235
2026 Q1	$232K	Hold	1,289	–	–	0.06%	217
2025 Q4	$280K	Hold	1,289	–	–	0.07%	199
2025 Q3	$331K	Hold	1,289	–	–	0.09%	172
2025 Q2	$334K	Hold	1,289	–	–	0.1%	162
2025 Q1	$314K	Sell	1,289 -100	-7%	-$25.1K	0.1%	156
2024 Q4	$354K	Hold	1,389	–	–	0.12%	153
2024 Q3	$408K	Buy	1,389 +1	+0.1%	+$282	0.14%	129
2024 Q2	$337K	Buy	1,388 +1	+0.1%	+$239	0.12%	134
2024 Q1	$371K	Sell	1,387 -118	-8%	-$30K	0.14%	112
2023 Q4	$372K	Sell	1,505 -45	-3%	-$9.13K	0.14%	114
2023 Q3	$284K	Sell	1,550 -3	-0.2%	-$613	0.12%	138
2023 Q2	$365K	Sell	1,553 -30	-2%	-$6.31K	0.15%	108
2023 Q1	$321K	Hold	1,583	–	–	0.13%	124
2022 Q4	$308K	Hold	1,583	–	–	0.13%	131
2022 Q3	$271K	Hold	1,583	–	–	0.13%	124
2022 Q2	$289K	Hold	1,583	–	–	0.13%	122
2022 Q1	$463K	Hold	1,583	–	–	0.21%	96
2021 Q4	$463K	Hold	1,583	–	–	0.21%	96
2021 Q3	$401K	Hold	1,583	–	–	0.23%	84
2021 Q2	$379K	Buy	+1,583	New	+$354K	0.22%	79

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

TrueWealth Advisors's EFX Position: Q2 2026 in Review

TrueWealth Advisors held its Equifax (EFX) position steady in Q2 2026 at 1,289 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #235.

TrueWealth Advisors first reported a position in EFX in Q2 2021 and has held it in 21 quarters since. The position peaked at $463K in Q1 2022. 113 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

TrueWealth Advisors held 1,289 shares of Equifax worth $205K as of Q2 2026.
TrueWealth Advisors left its Equifax share count unchanged in Q2 2026.
Equifax made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #235 holding.
TrueWealth Advisors first reported a position in Equifax in Q2 2021 and has held it in 21 quarters since.
TrueWealth Advisors's Equifax position peaked at $463K in Q1 2022.
113 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.