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Allworth Financial’s Equifax EFX Stock Holding History

Allworth Financial’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
Q1 		$1.72M Buy
9,550
+2,002
+27% +$398K 0.01% 569
2025
Q4 		$1.64M Buy
7,548
+4,823
+177% +$1.06M 0.01% 564
2025
Q3 		$699K Buy
2,725
+177
+7% +$44.5K ﹤0.01% 768
2025
Q2 		$661K Buy
2,548
+102
+4% +$25.9K ﹤0.01% 755
2025
Q1 		$629K Sell
2,446
-361
-13% -$90.7K ﹤0.01% 634
2024
Q4 		$763K Hold
2,807
– – ﹤0.01% 591
2024
Q3 		$825K Buy
2,807
+494
+21% +$139K 0.01% 478
2024
Q2 		$602K Buy
2,313
+33
+1% +$7.87K ﹤0.01% 532
2024
Q1 		$610K Buy
2,280
+6
+0.3% +$1.53K ﹤0.01% 505
2023
Q4 		$562K Sell
2,274
-34
-1% -$6.9K ﹤0.01% 502
2023
Q3 		$423K Buy
2,308
+19
+0.8% +$3.88K ﹤0.01% 523
2023
Q2 		$539K Buy
2,289
+9
+0.4% +$1.89K ﹤0.01% 482
2023
Q1 		$462K Sell
2,280
-10
-0.4% -$2.08K ﹤0.01% 485
2022
Q4 		$445K Sell
2,290
-59
-3% -$10.8K ﹤0.01% 481
2022
Q3 		$403K Sell
2,349
-276
-11% -$54.1K 0.01% 466
2022
Q2 		$480K Buy
2,625
+11
+0.4% +$2.2K 0.01% 402
2022
Q1 		$620K Buy
2,614
+34
+1% +$8.01K 0.01% 361
2021
Q4 		$755K Buy
2,580
+31
+1% +$8.63K 0.01% 324
2021
Q3 		$646K Buy
2,549
+49
+2% +$12.7K 0.01% 297
2021
Q2 		$599K Hold
2,500
– – 0.01% 238
2021
Q1 		$453K Buy
+2,500
New +$442K 0.01% 252
2020
Q2 		– Sell
-6,730
Closed -$804K – 1226
2020
Q1 		$804K Buy
+6,730
New +$979K 0.03% 122

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Allworth Financial's EFX Position: Q1 2026 in Review

Allworth Financial increased its Equifax (EFX) stake by 27% in Q1 2026, buying an estimated $398K and bringing the position to 9,550 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #569.

Allworth Financial first reported a position in EFX in Q1 2020 and has held it in 22 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Allworth Financial held 9,550 shares of Equifax worth $1.72M as of Q1 2026.
  • Allworth Financial bought 2,002 Equifax shares in Q1 2026, an estimated $398K.
  • Equifax made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #569 holding.
  • Allworth Financial first reported a position in Equifax in Q1 2020 and has held it in 22 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.