Wealth Enhancement Advisory Services
EFX icon

Wealth Enhancement Advisory Services’s Equifax EFX Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.11M Buy
45,796
+8,055
+21% +$1.37M 0.01% 824
2026
Q1 		$6.41M Buy
37,741
+11,972
+46% +$2.38M 0.01% 775
2025
Q4 		$5.47M Buy
25,769
+2,333
+10% +$511K 0.01% 966
2025
Q3 		$5.58M Sell
23,436
-1,751
-7% -$440K 0.01% 898
2025
Q2 		$6.59M Buy
25,187
+5
+0% +$1.27K 0.01% 787
2025
Q1 		$6.13M Buy
25,182
+8,599
+52% +$2.16M 0.01% 749
2024
Q4 		$4.23M Buy
16,583
+2,948
+22% +$790K 0.01% 859
2024
Q3 		$4.01M Buy
13,635
+270
+2% +$76.2K 0.01% 800
2024
Q2 		$3.24M Buy
13,365
+2,499
+23% +$596K 0.01% 823
2024
Q1 		$2.91M Sell
10,866
-294
-3% -$74.8K 0.01% 819
2023
Q4 		$2.76M Sell
11,160
-1,981
-15% -$402K 0.01% 788
2023
Q3 		$2.41M Buy
13,141
+12,072
+1,129% +$2.46M 0.01% 796
2023
Q2 		$252K Sell
1,069
-141
-12% -$29.7K ﹤0.01% 460
2023
Q1 		$245K Buy
+1,210
New +$252K ﹤0.01% 476

Other funds holding EFX

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's EFX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Equifax (EFX) stake by 21% in Q2 2026, buying an estimated $1.37M and bringing the position to 45,796 shares worth $7.11M. The position accounts for 0.01% of the portfolio, ranked #824.

Wealth Enhancement Advisory Services first reported a position in EFX in Q1 2023 and has held it in 14 quarters since. 113 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 45,796 shares of Equifax worth $7.11M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,055 Equifax shares in Q2 2026, an estimated $1.37M.
  • Equifax made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #824 holding.
  • Wealth Enhancement Advisory Services first reported a position in Equifax in Q1 2023 and has held it in 14 quarters since.
  • 113 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.