IFG Advisory’s Equifax EFX Stock Holding History

IFG Advisory’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 Q3	$120K	Sell	873 -239	-21%	-$41.6K	﹤0.01%	1017
2026 Q2	$177K	Buy	+1,112	New	+$190K	0.01%	909
2026 Q1	–	Sell	-1,063	Closed	-$231K	–	471
2025 Q4	$231K	Sell	1,063 -73	-6%	-$16K	0.01%	700
2025 Q3	$291K	Buy	1,136 +355	+45%	+$89.2K	0.01%	644
2025 Q2	$202K	Buy	+781	New	+$199K	0.01%	719

Other funds holding EFX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

IFG Advisory's EFX Position: Q3 2026 in Review

IFG Advisory reduced its Equifax (EFX) stake by 21% in Q3 2026, selling an estimated $41.6K and leaving 873 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

IFG Advisory first reported a position in EFX in Q2 2025 and has held it in 5 quarters since. The position peaked at $291K in Q3 2025. 405 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

IFG Advisory held 873 shares of Equifax worth $120K as of Q3 2026.
IFG Advisory sold 239 Equifax shares in Q3 2026, an estimated $41.6K.
Equifax made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1017 holding.
IFG Advisory first reported a position in Equifax in Q2 2025 and has held it in 5 quarters since.
IFG Advisory's Equifax position peaked at $291K in Q3 2025.
405 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.