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Bragg Financial Advisors’s Equifax EFX Stock Holding History

Bragg Financial 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 		$290K Buy
1,613
+1
+0.1% +$199 0.01% 325
2025
Q4 		$350K Hold
1,612
– – 0.01% 302
2025
Q3 		$414K Sell
1,612
-6
-0.4% -$1.51K 0.01% 286
2025
Q2 		$420K Buy
1,618
+6
+0.4% +$1.53K 0.02% 287
2025
Q1 		$393K Hold
1,612
– – 0.02% 274
2024
Q4 		$411K Sell
1,612
-168
-9% -$45K 0.02% 270
2024
Q3 		$523K Sell
1,780
-100
-5% -$28.2K 0.02% 244
2024
Q2 		$456K Hold
1,880
– – 0.02% 249
2024
Q1 		$503K Hold
1,880
– – 0.02% 240
2023
Q4 		$465K Hold
1,880
– – 0.02% 244
2023
Q3 		$344K Hold
1,880
– – 0.02% 265
2023
Q2 		$442K Hold
1,880
– – 0.02% 251
2023
Q1 		$381K Hold
1,880
– – 0.02% 255
2022
Q4 		$365K Hold
1,880
– – 0.02% 251
2022
Q3 		$322K Hold
1,880
– – 0.02% 252
2022
Q2 		$344K Sell
1,880
-100
-5% -$20K 0.02% 259
2022
Q1 		$469K Sell
1,980
-40
-2% -$9.43K 0.03% 242
2021
Q4 		$512K Hold
2,020
– – 0.03% 220
2021
Q3 		$512K Hold
2,020
– – 0.03% 220
2021
Q2 		$484K Buy
2,020
+20
+1% +$4.47K 0.03% 228
2021
Q1 		$362K Hold
2,000
– – 0.02% 243
2020
Q4 		$386K Hold
2,000
– – 0.03% 219
2020
Q3 		$314K Hold
2,000
– – 0.03% 223
2020
Q2 		$344K Sell
2,000
-23
-1% -$3.41K 0.04% 213
2020
Q1 		$242K Hold
2,023
– – 0.03% 228
2019
Q4 		$283K Hold
2,023
– – 0.03% 241
2019
Q3 		$285K Buy
2,023
+23
+1% +$3.24K 0.03% 237
2019
Q2 		$270K Hold
2,000
– – 0.03% 245
2019
Q1 		$237K Buy
+2,000
New +$214K 0.03% 251

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

Bragg Financial Advisors's EFX Position: Q1 2026 in Review

Bragg Financial Advisors increased its Equifax (EFX) stake by 0.06% in Q1 2026, buying an estimated $199 and bringing the position to 1,613 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #325.

Bragg Financial Advisors first reported a position in EFX in Q1 2019 and has held it in 29 quarters since. The position peaked at $523K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Bragg Financial Advisors held 1,613 shares of Equifax worth $290K as of Q1 2026.
  • Bragg Financial Advisors bought 1 Equifax share in Q1 2026, an estimated $199.
  • Equifax made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #325 holding.
  • Bragg Financial Advisors first reported a position in Equifax in Q1 2019 and has held it in 29 quarters since.
  • Bragg Financial Advisors's Equifax position peaked at $523K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.