Valued Wealth Advisors’s Equifax EFX Stock Holding History

Valued 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	$477	Hold	3	–	–	﹤0.01%	848
2026 Q1	$541	Hold	3	–	–	﹤0.01%	664
2025 Q4	$651	Hold	3	–	–	﹤0.01%	512
2025 Q3	$770	Hold	3	–	–	﹤0.01%	482
2025 Q2	$779	Hold	3	–	–	﹤0.01%	475
2025 Q1	$731	Hold	3	–	–	﹤0.01%	515
2024 Q4	$765	Sell	3 -4	-57%	-$1.07K	﹤0.01%	509
2024 Q3	$2.06K	Buy	7 +4	+133%	+$1.13K	﹤0.01%	367
2024 Q2	$728	Hold	3	–	–	﹤0.01%	470
2024 Q1	$803	Hold	3	–	–	﹤0.01%	460
2023 Q4	$550	Buy	+3	New	+$608	﹤0.01%	425

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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 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

Valued Wealth Advisors's EFX Position: Q2 2026 in Review

Valued Wealth Advisors held its Equifax (EFX) position steady in Q2 2026 at 3 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Valued Wealth Advisors first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.06K in Q3 2024. 145 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Valued Wealth Advisors held 3 shares of Equifax worth $477 as of Q2 2026.
Valued Wealth Advisors left its Equifax share count unchanged in Q2 2026.
Equifax made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #848 holding.
Valued Wealth Advisors first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Equifax position peaked at $2.06K in Q3 2024.
145 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.