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Twin Peaks Wealth Advisors’s Equifax EFX Stock Holding History

Twin Peaks Wealth 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 		– Sell
-66
Closed -$11.9K – 795
2026
Q1 		$11.9K Buy
+66
New +$13.1K ﹤0.01% 969
2025
Q3 		– Sell
-57
Closed -$13.7K – 716
2025
Q2 		$13.7K Buy
+57
New +$14.5K ﹤0.01% 771

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Twin Peaks Wealth Advisors's EFX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 66 shares — an estimated $11.9K sold.

Twin Peaks Wealth Advisors first reported a position in EFX in Q2 2025 and held it in 2 quarters. The position peaked at $13.7K in Q2 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 66 Equifax shares in Q2 2026, an estimated $11.9K.
  • Twin Peaks Wealth Advisors first reported a position in Equifax in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Equifax position peaked at $13.7K in Q2 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.