BPI
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BFC Planning, Inc.’s Equifax EFX Stock Holding History

BFC Planning, Inc.’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 		$141K Sell
887
-51
-5% -$8.69K 0.01% 1083
2026
Q1 		$169K Buy
938
+142
+18% +$28.2K 0.01% 930
2025
Q4 		$173K Buy
796
+22
+3% +$4.82K 0.01% 918
2025
Q3 		$199K Buy
774
+448
+137% +$113K 0.01% 666
2025
Q2 		$84.6K Sell
326
-303
-48% -$77.1K 0.01% 950
2025
Q1 		$153K Sell
629
-31
-5% -$7.79K 0.01% 713
2024
Q4 		$168K Buy
+660
New +$177K 0.01% 677

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
Soroban Capital Partners
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

BFC Planning, Inc.'s EFX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Equifax (EFX) stake by 5.4% in Q2 2026, selling an estimated $8.69K and leaving 887 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #1083.

BFC Planning, Inc. first reported a position in EFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $199K in Q3 2025. 842 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • BFC Planning, Inc. held 887 shares of Equifax worth $141K as of Q2 2026.
  • BFC Planning, Inc. sold 51 Equifax shares in Q2 2026, an estimated $8.69K.
  • Equifax made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1083 holding.
  • BFC Planning, Inc. first reported a position in Equifax in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Equifax position peaked at $199K in Q3 2025.
  • 842 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.