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Bell Investment Advisors’s Equifax EFX Stock Holding History

Bell 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
Q1 		$4.14K Buy
23
+3
+15% +$596 ﹤0.01% 1041
2025
Q4 		$4.34K Sell
20
-44
-69% -$9.63K ﹤0.01% 1027
2025
Q3 		$16.4K Sell
64
-2
-3% -$503 ﹤0.01% 470
2025
Q2 		$17.1K Buy
66
+23
+53% +$5.85K ﹤0.01% 470
2025
Q1 		$10.5K Hold
43
– – ﹤0.01% 583
2024
Q4 		$11K Sell
43
-5
-10% -$1.34K ﹤0.01% 565
2024
Q3 		$14.1K Hold
48
– – ﹤0.01% 496
2024
Q2 		$11.6K Sell
48
-3
-6% -$716 ﹤0.01% 559
2024
Q1 		$13.6K Buy
51
+3
+6% +$763 ﹤0.01% 474
2023
Q4 		$11.9K Sell
48
-8
-14% -$1.62K ﹤0.01% 498
2023
Q3 		$10.3K Sell
56
-6
-10% -$1.23K ﹤0.01% 497
2023
Q2 		$14.6K Hold
62
– – ﹤0.01% 386
2023
Q1 		$12.6K Sell
62
-1
-2% -$208 ﹤0.01% 415
2022
Q4 		$12.2K Buy
63
+41
+186% +$7.49K ﹤0.01% 421
2022
Q3 		$4K Sell
22
-16
-42% -$3.13K ﹤0.01% 770
2022
Q2 		$7K Buy
+38
New +$7.61K ﹤0.01% 547
2021
Q4 		$10K Buy
33
+6
+22% +$1.67K ﹤0.01% 487
2021
Q3 		$7K Buy
+27
New +$7.02K ﹤0.01% 563

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

Bell Investment Advisors's EFX Position: Q1 2026 in Review

Bell Investment Advisors increased its Equifax (EFX) stake by 15% in Q1 2026, buying an estimated $596 and bringing the position to 23 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Bell Investment Advisors first reported a position in EFX in Q3 2021 and has held it in 18 quarters since. The position peaked at $17.1K in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Bell Investment Advisors held 23 shares of Equifax worth $4.14K as of Q1 2026.
  • Bell Investment Advisors bought 3 Equifax shares in Q1 2026, an estimated $596.
  • Equifax made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1041 holding.
  • Bell Investment Advisors first reported a position in Equifax in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Equifax position peaked at $17.1K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.