ZWJ Investment Counsel’s Equifax EFX Stock Holding History

ZWJ Investment Counsel’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	$4.87M	Sell	30,692 -601	-2%	-$102K	0.16%	72
2026 Q1	$5.63M	Buy	31,293 +1,201	+4%	+$239K	0.2%	67
2025 Q4	$6.53M	Sell	30,092 -148,111	-83%	-$32.4M	0.24%	63
2025 Q3	$45.7M	Buy	178,203 +27,740	+18%	+$6.97M	1.61%	22
2025 Q2	$39M	Sell	150,463 -3	-0%	-$763	1.45%	28
2025 Q1	$36.6M	Hold	150,466	–	–	1.49%	29
2024 Q4	$38.3M	Sell	150,466 -556	-0.4%	-$149K	1.58%	26
2024 Q3	$44.4M	Sell	151,022 -5,500	-4%	-$1.55M	1.81%	24
2024 Q2	$38M	Sell	156,522 -268	-0.2%	-$63.9K	1.67%	27
2024 Q1	$41.9M	Sell	156,790 -86	-0.1%	-$21.9K	1.91%	22
2023 Q4	$38.8M	Sell	156,876 -371	-0.2%	-$75.2K	2%	20
2023 Q3	$28.8M	Buy	157,247 +2,117	+1%	+$432K	1.6%	29
2023 Q2	$36.5M	Hold	155,130	–	–	1.91%	20
2023 Q1	$31.5M	Hold	155,130	–	–	1.74%	28
2022 Q4	$30.2M	Sell	155,130 -3,356	-2%	-$613K	1.7%	28
2022 Q3	$27.2M	Hold	158,486	–	–	1.71%	27
2022 Q2	$29M	Buy	158,486 +704	+0.4%	+$141K	1.69%	29
2022 Q1	$37.4M	Hold	157,782	–	–	1.98%	18
2021 Q4	$46.2M	Sell	157,782 -284	-0.2%	-$79.1K	2.36%	8
2021 Q3	$40.1M	Sell	158,066 -24	-0%	-$6.24K	2.27%	11
2021 Q2	$37.9M	Hold	158,090	–	–	2.19%	13
2021 Q1	$28.6M	Buy	+158,090	New	+$27.9M	1.76%	23
2017 Q3	–	Sell	-2,300	Closed	-$316K	–	300
2017 Q2	$316K	Sell	2,300 -8,790	-79%	-$1.21M	0.03%	227
2017 Q1	$1.52M	Buy	11,090 +9,290	+516%	+$1.18M	0.12%	96
2016 Q4	$213K	Hold	1,800	–	–	0.02%	146
2016 Q3	$242K	Hold	1,800	–	–	0.02%	133
2016 Q2	$231K	Sell	1,800 -357	-17%	-$43.2K	0.02%	140
2016 Q1	$247K	Hold	2,157	–	–	0.03%	141
2015 Q4	$240K	Buy	+2,157	New	+$233K	0.03%	137

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

ZWJ Investment Counsel's EFX Position: Q2 2026 in Review

ZWJ Investment Counsel reduced its Equifax (EFX) stake by 1.9% in Q2 2026, selling an estimated $102K and leaving 30,692 shares worth $4.87M. The position accounts for 0.16% of the portfolio, ranked #72.

ZWJ Investment Counsel first reported a position in EFX in Q4 2015 and has held it in 29 quarters since. The position peaked at $46.2M in Q4 2021. 227 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

ZWJ Investment Counsel held 30,692 shares of Equifax worth $4.87M as of Q2 2026.
ZWJ Investment Counsel sold 601 Equifax shares in Q2 2026, an estimated $102K.
Equifax made up 0.16% of ZWJ Investment Counsel's portfolio in Q2 2026, its #72 holding.
ZWJ Investment Counsel first reported a position in Equifax in Q4 2015 and has held it in 29 quarters since.
ZWJ Investment Counsel's Equifax position peaked at $46.2M in Q4 2021.
227 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.