FFA
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Farther Finance Advisors’s Equifax EFX Stock Holding History

Farther Finance 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
Q3 		$232K Buy
1,692
+260
+18% +$45.2K ﹤0.01% 2179
2026
Q2 		$227K Buy
1,432
+245
+21% +$41.8K ﹤0.01% 2157
2026
Q1 		$213K Buy
1,187
+259
+28% +$51.4K ﹤0.01% 1976
2025
Q4 		$201K Buy
928
+259
+39% +$56.7K ﹤0.01% 1910
2025
Q3 		$172K Buy
669
+59
+10% +$14.8K ﹤0.01% 1697
2025
Q2 		$158K Buy
610
+80
+15% +$20.3K ﹤0.01% 1513
2025
Q1 		$129K Sell
530
-222
-30% -$55.8K ﹤0.01% 1417
2024
Q4 		$192K Buy
752
+33
+5% +$8.84K 0.01% 1002
2024
Q3 		$211K Buy
719
+22
+3% +$6.21K 0.01% 971
2024
Q2 		$165K Buy
697
+347
+99% +$82.8K 0.01% 922
2024
Q1 		$91.3K Buy
350
+22
+7% +$5.6K 0.01% 971
2023
Q4 		$81.1K Buy
328
+128
+64% +$26K 0.01% 859
2023
Q3 		$36.6K Buy
200
+34
+20% +$6.94K 0.01% 886
2023
Q2 		$39.1K Buy
166
+46
+38% +$9.68K 0.01% 746
2023
Q1 		$24.3K Buy
120
+39
+48% +$8.12K 0.01% 839
2022
Q4 		$15.7K Buy
+81
New +$14.8K 0.01% 807

Other funds holding EFX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's EFX Position: Q3 2026 in Review

Farther Finance Advisors increased its Equifax (EFX) stake by 18% in Q3 2026, buying an estimated $45.2K and bringing the position to 1,692 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Farther Finance Advisors first reported a position in EFX in Q4 2022 and has held it in 16 quarters since. 19 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Farther Finance Advisors held 1,692 shares of Equifax worth $232K as of Q3 2026.
  • Farther Finance Advisors bought 260 Equifax shares in Q3 2026, an estimated $45.2K.
  • Equifax made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2179 holding.
  • Farther Finance Advisors first reported a position in Equifax in Q4 2022 and has held it in 16 quarters since.
  • 19 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.