Avantax Advisory Services’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
5,206
+123
+2% +$31.3K 0.01% 992
2025
Q1
$1.24M Buy
5,083
+584
+13% +$147K 0.01% 980
2024
Q4
$1.15M Hold
4,499
0.01% 979
2024
Q3
$1.32M Buy
4,499
+865
+24% +$244K 0.01% 880
2024
Q2
$881K Buy
3,634
+2,801
+336% +$668K 0.01% 1053
2024
Q1
$223K Buy
+833
New +$212K ﹤0.01% 1484

Other funds holding EFX

Avantax Advisory Services's EFX Position: Q2 2025 in Review

Avantax Advisory Services increased its Equifax (EFX) stake by 2.4% in Q2 2025, buying an estimated $31.3K and bringing the position to 5,206 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #992.

Avantax Advisory Services first reported a position in EFX in Q1 2024 and has held it in 6 quarters since. 862 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Avantax Advisory Services held 5,206 shares of Equifax worth $1.35M as of Q2 2025.
  • Avantax Advisory Services bought 123 Equifax shares in Q2 2025, an estimated $31.3K.
  • Equifax made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #992 holding.
  • Avantax Advisory Services first reported a position in Equifax in Q1 2024 and has held it in 6 quarters since.
  • 862 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.