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Innovative Asset Advisors Group’s Equifax EFX Stock Holding History

Innovative Asset Advisors 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
2026
Q2 		– Sell
-62
Closed -$11.2K – 502
2026
Q1 		$11.2K Buy
+62
New +$12.3K 0.01% 615

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
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

Innovative Asset Advisors Group's EFX Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Equifax (EFX) in Q2 2026, closing a stake of 62 shares — an estimated $11.2K sold.

Innovative Asset Advisors Group first reported a position in EFX in Q1 2026 and held it in 1 quarter. The position peaked at $11.2K in Q1 2026. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 62 Equifax shares in Q2 2026, an estimated $11.2K.
  • Innovative Asset Advisors Group first reported a position in Equifax in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Equifax position peaked at $11.2K in Q1 2026.
  • 830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.