GoalVest Advisory’s Equifax EFX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.7K Buy
+17
New +$2.9K ﹤0.01% 430
2023
Q4
Sell
-60
Closed -$11K 408
2023
Q3
$11K Buy
60
+2
+3% +$408 0.01% 270
2023
Q2
$13.6K Buy
+58
New +$12.2K 0.01% 227
2022
Q2
Sell
-1
Closed 373
2022
Q1
$0 Buy
+1
New +$236 ﹤0.01% 410

Other funds holding EFX

GoalVest Advisory's EFX Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Equifax (EFX) in Q2 2026: 17 shares worth $2.7K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in EFX as recently as Q3 2023.

GoalVest Advisory first reported a position in EFX in Q1 2022 and has held it in 4 quarters since. The position peaked at $13.6K in Q2 2023. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • GoalVest Advisory held 17 shares of Equifax worth $2.7K as of Q2 2026.
  • Equifax was a new GoalVest Advisory position in Q2 2026.
  • Equifax made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #430 holding.
  • GoalVest Advisory first reported a position in Equifax in Q1 2022 and has held it in 4 quarters since.
  • GoalVest Advisory's Equifax position peaked at $13.6K in Q2 2023.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.