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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
Q3 		$3.93M Hold
28,655
– – 0.58% 45
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's EFX Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors held its Equifax (EFX) position steady in Q3 2026 at 28,655 shares worth $3.93M. The position accounts for 0.58% of the portfolio, ranked #45.

Allen Mooney & Barnes Investment Advisors first reported a position in EFX in Q1 2022 and has held it in 19 quarters since. The position peaked at $8.44M in Q3 2024. 19 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 28,655 shares of Equifax worth $3.93M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors left its Equifax share count unchanged in Q3 2026.
  • Equifax made up 0.58% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #45 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Equifax in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Equifax position peaked at $8.44M in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.