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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
Q2 		$604K Sell
3,802
-5,748
-60% -$980K ﹤0.01% 905
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Allworth Financial's EFX Position: Q2 2026 in Review

Allworth Financial reduced its Equifax (EFX) stake by 60% in Q2 2026, selling an estimated $980K and leaving 3,802 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Allworth Financial first reported a position in EFX in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.72M in Q1 2026. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Allworth Financial held 3,802 shares of Equifax worth $604K as of Q2 2026.
  • Allworth Financial sold 5,748 Equifax shares in Q2 2026, an estimated $980K.
  • Equifax made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #905 holding.
  • Allworth Financial first reported a position in Equifax in Q1 2020 and has held it in 23 quarters since.
  • Allworth Financial's Equifax position peaked at $1.72M in Q1 2026.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.