IFG
EFX icon

Independent Financial Group’s Equifax EFX Stock Holding History

Independent Financial Group’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
2023
Q3 		– Sell
-1,052
Closed -$248K – 905
2023
Q2 		$248K Buy
+1,052
New +$221K 0.02% 738

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Financial Group's EFX Position: Q3 2023 in Review

Independent Financial Group sold out of Equifax (EFX) in Q3 2023, closing a stake of 1,052 shares — an estimated $248K sold.

Independent Financial Group first reported a position in EFX in Q2 2023 and held it in 1 quarter. The position peaked at $248K in Q2 2023. 669 funds tracked by Wall St. Rank hold EFX as of Q3 2023.

  • Independent Financial Group reported no remaining Equifax position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 1,052 Equifax shares in Q3 2023, an estimated $248K.
  • Independent Financial Group first reported a position in Equifax in Q2 2023 and held it in 1 quarter.
  • Independent Financial Group's Equifax position peaked at $248K in Q2 2023.
  • 669 funds tracked by Wall St. Rank held Equifax as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.