Allen Mooney & Barnes Investment Advisors’s Equifax EFX Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	$4.55M	Sell	28,655 -300	-1%	-$51.1K	0.69%	45
2026 Q1	$5.21M	Hold	28,955	–	–	0.75%	42
2025 Q4	$6.28M	Buy	28,955 +250	+0.9%	+$54.7K	0.95%	37
2025 Q3	$7.36M	Hold	28,705	–	–	1.15%	32
2025 Q2	$7.45M	Hold	28,705	–	–	1.22%	28
2025 Q1	$6.99M	Hold	28,705	–	–	1.14%	35
2024 Q4	$7.32M	Hold	28,705	–	–	1.23%	30
2024 Q3	$8.44M	Sell	28,705 -95	-0.3%	-$26.8K	1.44%	28
2024 Q2	$6.98M	Sell	28,800 -1	-0%	-$239	1.25%	30
2024 Q1	$7.18M	Sell	28,801 -70	-0.2%	-$17.8K	1.38%	29
2023 Q4	$7.14M	Buy	28,871 +26	+0.1%	+$5.27K	1.36%	30
2023 Q3	$5.28M	Buy	28,845 +150	+0.5%	+$30.6K	1.13%	30
2023 Q2	$6.75M	Hold	28,695	–	–	1.5%	28
2023 Q1	$5.82M	Buy	28,695 +25	+0.1%	+$5.2K	1.39%	28
2022 Q4	$5.57M	Hold	28,670	–	–	1.34%	31
2022 Q3	$4.91M	Hold	28,670	–	–	1.31%	31
2022 Q2	$5.24M	Hold	28,670	–	–	1.34%	32
2022 Q1	$6.8M	Buy	+28,670	New	+$6.76M	1.51%	27

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's EFX Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Equifax (EFX) stake by 1% in Q2 2026, selling an estimated $51.1K and leaving 28,655 shares worth $4.55M. The position accounts for 0.69% of the portfolio, ranked #45.

Allen Mooney & Barnes Investment Advisors first reported a position in EFX in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.44M in Q3 2024. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 28,655 shares of Equifax worth $4.55M as of Q2 2026.
Allen Mooney & Barnes Investment Advisors sold 300 Equifax shares in Q2 2026, an estimated $51.1K.
Equifax made up 0.69% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #45 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Equifax in Q1 2022 and has held it in 18 quarters since.
Allen Mooney & Barnes Investment Advisors's Equifax position peaked at $8.44M in Q3 2024.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.