Back to EFX
HB Wealth Management, LLC → EFX
HB Wealth Management, LLC EFX Position History
Equifax Inc. • Financial Services
Quarters held
4
Latest value
$3.2M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.1M |
| Q1 2026 | $3.8M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 23.2K | — | — |
| Q2 2026 | $3.3M | 20.9K | — | — |
| Q1 2026 | $3.8M | 21.3K | — | — |
| Q4 2025 | $4.1M | 18.9K | — | — |
Other funds holding EFX
$3.7B
$3.6B
$3.4B
$1.4B