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Founders Financial Alliance’s Equifax EFX Stock Holding History

Founders Financial 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 		– Sell
-1,438
Closed -$259K – 792
2026
Q1 		$259K Hold
1,438
– – 0.05% 338
2025
Q4 		$312K Buy
1,438
+253
+21% +$55.4K 0.06% 272
2025
Q3 		$304K Hold
1,185
– – 0.06% 286
2025
Q2 		$307K Sell
1,185
-64
-5% -$16.3K 0.07% 249
2025
Q1 		$304K Buy
+1,249
New +$314K 0.07% 254
2020
Q4 		– Sell
-31
Closed -$5K – 661
2020
Q3 		$5K Buy
+31
New +$5.08K ﹤0.01% 959

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

Founders Financial Alliance's EFX Position: Q2 2026 in Review

Founders Financial Alliance sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,438 shares — an estimated $259K sold.

Founders Financial Alliance first reported a position in EFX in Q3 2020 and held it in 6 quarters. The position peaked at $312K in Q4 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Founders Financial Alliance reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 1,438 Equifax shares in Q2 2026, an estimated $259K.
  • Founders Financial Alliance first reported a position in Equifax in Q3 2020 and held it in 6 quarters.
  • Founders Financial Alliance's Equifax position peaked at $312K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.