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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
Q2 		$2.7K Sell
17
-6
-26% -$1.02K ﹤0.01% 1227
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 $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

Bell Investment Advisors's EFX Position: Q2 2026 in Review

Bell Investment Advisors reduced its Equifax (EFX) stake by 26% in Q2 2026, selling an estimated $1.02K and leaving 17 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Bell Investment Advisors first reported a position in EFX in Q3 2021 and has held it in 19 quarters since. The position peaked at $17.1K in Q2 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Bell Investment Advisors held 17 shares of Equifax worth $2.7K as of Q2 2026.
  • Bell Investment Advisors sold 6 Equifax shares in Q2 2026, an estimated $1.02K.
  • Equifax made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1227 holding.
  • Bell Investment Advisors first reported a position in Equifax in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Equifax position peaked at $17.1K in Q2 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.