VSM Wealth Advisory’s Equifax EFX Stock Holding History

VSM Wealth Advisory’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	$87.3K	Hold	550	–	–	0.02%	171
2026 Q1	$99K	Hold	550	–	–	0.03%	153
2025 Q4	$119K	Hold	550	–	–	0.04%	131
2025 Q3	$141K	Hold	550	–	–	0.04%	109
2025 Q2	$143K	Hold	550	–	–	0.05%	114
2025 Q1	$134K	Hold	550	–	–	0.05%	111
2024 Q4	$140K	Buy	+550	New	+$147K	0.05%	112

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

VSM Wealth Advisory's EFX Position: Q2 2026 in Review

VSM Wealth Advisory held its Equifax (EFX) position steady in Q2 2026 at 550 shares worth $87.3K. The position accounts for 0.02% of the portfolio, ranked #171.

VSM Wealth Advisory first reported a position in EFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $143K in Q2 2025. 155 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

VSM Wealth Advisory held 550 shares of Equifax worth $87.3K as of Q2 2026.
VSM Wealth Advisory left its Equifax share count unchanged in Q2 2026.
Equifax made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #171 holding.
VSM Wealth Advisory first reported a position in Equifax in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Equifax position peaked at $143K in Q2 2025.
155 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.