Ballast Advisors’s Equifax EFX Stock Holding History

Ballast 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	–	Sell	-185	Closed	-$33.3K	–	246
2026 Q1	$33.3K	Buy	+185	New	+$36.7K	0.01%	251
2022 Q1	–	Sell	-725	Closed	-$212K	–	185
2021 Q4	$212K	Buy	+725	New	+$202K	0.08%	108

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

Ballast Advisors's EFX Position: Q2 2026 in Review

Ballast Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 185 shares — an estimated $33.3K sold.

Ballast Advisors first reported a position in EFX in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Ballast Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 185 Equifax shares in Q2 2026, an estimated $33.3K.
Ballast Advisors first reported a position in Equifax in Q4 2021 and held it in 2 quarters.
Ballast Advisors's Equifax position peaked at $212K in Q4 2021.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.