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Creative Planning EFX Position History
Equifax Inc. • Financial Services
Quarters held
11
Latest value
$10.9M
Q3 2026
Peak value
$11.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q3 2025 | $37K |
| Q4 2025 | $8M |
| Q4 2025 | $330K |
| Q1 2026 | $11.6M |
| Q2 2026 | $56K |
| Q2 2026 | $11.3M |
| Q3 2026 | $25K |
| Q3 2026 | $425K |
| Q3 2026 | $46K |
| Q3 2026 | $10.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.9M | 79.3K | — | — |
| Q3 2026 | $46K | 336 | — | — |
| Q3 2026 | $425K | 17.0K | — | — |
| Q3 2026 | $25K | 1.0K | — | — |
| Q2 2026 | $11.3M | 70.9K | — | — |
| Q2 2026 | $56K | 352 | — | — |
| Q1 2026 | $11.6M | 64.6K | — | — |
| Q4 2025 | $330K | 1.5K | — | — |
| Q4 2025 | $8M | 36.6K | — | — |
| Q3 2025 | $37K | 142 | — | — |
| Q3 2025 | $9.5M | 36.9K | — | — |
Other funds holding EFX
$3.7B
$3.6B
$3.4B
$1.4B