UWS
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Unique Wealth Strategies’s Equifax EFX Stock Holding History

Unique Wealth Strategies’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 		$321K Buy
+2,024
New +$345K 0.12% 181
2024
Q3 		– Sell
-7
Closed -$1.87K – 345
2024
Q2 		$1.87K Buy
+7
New +$1.67K ﹤0.01% 497

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
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
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 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

Unique Wealth Strategies's EFX Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Equifax (EFX) in Q2 2026: 2,024 shares worth $321K. The stake represents 0.12% of the portfolio and ranks #181 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in EFX as recently as Q2 2024.

Unique Wealth Strategies first reported a position in EFX in Q2 2024 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Unique Wealth Strategies held 2,024 shares of Equifax worth $321K as of Q2 2026.
  • Equifax was a new Unique Wealth Strategies position in Q2 2026.
  • Equifax made up 0.12% of Unique Wealth Strategies's portfolio in Q2 2026, its #181 holding.
  • Unique Wealth Strategies first reported a position in Equifax in Q2 2024 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.