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Bruce G. Allen Investments’s Equifax EFX Stock Holding History

Bruce G. Allen Investments’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
-21
Closed -$3.78K – 1061
2026
Q1 		$3.78K Buy
21
+11
+110% +$2.19K ﹤0.01% 612
2025
Q4 		$2.17K Hold
10
– – ﹤0.01% 686
2025
Q3 		$2.56K Hold
10
– – ﹤0.01% 664
2025
Q2 		$2.59K Hold
10
– – ﹤0.01% 667
2025
Q1 		$2.44K Hold
10
– – ﹤0.01% 676
2024
Q4 		$2.55K Buy
+10
New +$2.68K ﹤0.01% 669
2024
Q1 		– Sell
-18
Closed -$4.45K – 988
2023
Q4 		$4.45K Buy
+18
New +$3.65K ﹤0.01% 607

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

Bruce G. Allen Investments's EFX Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of Equifax (EFX) in Q2 2026, closing a stake of 21 shares — an estimated $3.78K sold.

Bruce G. Allen Investments first reported a position in EFX in Q4 2023 and held it in 7 quarters. The position peaked at $4.45K in Q4 2023. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 21 Equifax shares in Q2 2026, an estimated $3.78K.
  • Bruce G. Allen Investments first reported a position in Equifax in Q4 2023 and held it in 7 quarters.
  • Bruce G. Allen Investments's Equifax position peaked at $4.45K in Q4 2023.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.