FFA
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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
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 $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

Founders Financial Alliance's EFX Position: Q1 2026 in Review

Founders Financial Alliance held its Equifax (EFX) position steady in Q1 2026 at 1,438 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #338.

Founders Financial Alliance first reported a position in EFX in Q3 2020 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Founders Financial Alliance held 1,438 shares of Equifax worth $259K as of Q1 2026.
  • Founders Financial Alliance left its Equifax share count unchanged in Q1 2026.
  • Equifax made up 0.05% of Founders Financial Alliance's portfolio in Q1 2026, its #338 holding.
  • Founders Financial Alliance first reported a position in Equifax in Q3 2020 and has held it in 6 quarters since.
  • Founders Financial Alliance's Equifax position peaked at $312K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.