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Fiduciary Alliance’s Equifax EFX Stock Holding History

Fiduciary Alliance’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 		$627K Sell
3,947
-4
-0.1% -$682 0.04% 328
2026
Q1 		$738K Buy
3,951
+1
+0% +$199 0.04% 309
2025
Q4 		$857K Sell
3,950
-5
-0.1% -$1.09K 0.06% 258
2025
Q3 		$1.01M Sell
3,955
-217
-5% -$54.5K 0.07% 234
2025
Q2 		$1.08M Buy
+4,172
New +$1.06M 0.08% 213
2023
Q3 		– Sell
-83
Closed -$19.5K – 386
2023
Q2 		$19.5K Buy
+83
New +$17.5K ﹤0.01% 459
2023
Q1 		– Sell
-66
Closed -$12.8K – 351
2022
Q4 		$12.8K Buy
+66
New +$12.1K ﹤0.01% 373

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 $3.37T AUM 44.26% 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

Fiduciary Alliance's EFX Position: Q2 2026 in Review

Fiduciary Alliance reduced its Equifax (EFX) stake by 0.1% in Q2 2026, selling an estimated $682 and leaving 3,947 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #328.

Fiduciary Alliance first reported a position in EFX in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Fiduciary Alliance held 3,947 shares of Equifax worth $627K as of Q2 2026.
  • Fiduciary Alliance sold 4 Equifax shares in Q2 2026, an estimated $682.
  • Equifax made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #328 holding.
  • Fiduciary Alliance first reported a position in Equifax in Q4 2022 and has held it in 7 quarters since.
  • Fiduciary Alliance's Equifax position peaked at $1.08M in Q2 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.