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 Q3	–	Sell	-1,289	Closed	-$205K	–	242
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TrueWealth Advisors's EFX Position: Q3 2026 in Review

TrueWealth Advisors sold out of Equifax (EFX) in Q3 2026, closing a stake of 1,289 shares — an estimated $205K sold.

TrueWealth Advisors first reported a position in EFX in Q2 2021 and held it in 21 quarters. The position peaked at $463K in Q1 2022. 364 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

TrueWealth Advisors reported no remaining Equifax position as of Q3 2026 after selling out during the quarter.
TrueWealth Advisors sold 1,289 Equifax shares in Q3 2026, an estimated $205K.
TrueWealth Advisors first reported a position in Equifax in Q2 2021 and held it in 21 quarters.
TrueWealth Advisors's Equifax position peaked at $463K in Q1 2022.
364 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.