Planning Strategies Inc.’s Equifax EFX Stock Holding History

Planning Strategies Inc.’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	$317	Buy	+2	New	+$341	﹤0.01%	939

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

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Planning Strategies Inc.'s EFX Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Equifax (EFX) in Q2 2026: 2 shares worth $317. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings.

229 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Planning Strategies Inc. held 2 shares of Equifax worth $317 as of Q2 2026.
Equifax was a new Planning Strategies Inc. position in Q2 2026.
Equifax made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #939 holding.
229 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.