KFA
EFX icon

Kelleher Financial Advisors’s Equifax EFX Stock Holding History

Kelleher Financial Advisors’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 		$85.7K Buy
+540
New +$92K 0.01% 390
2021
Q4 		– Sell
-790
Closed -$200K – 133
2021
Q3 		$200K Buy
+790
New +$205K 0.09% 138

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

Kelleher Financial Advisors's EFX Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Equifax (EFX) in Q2 2026: 540 shares worth $85.7K. The stake represents 0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in EFX as recently as Q3 2021.

Kelleher Financial Advisors first reported a position in EFX in Q3 2021 and has held it in 2 quarters since. The position peaked at $200K in Q3 2021. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Kelleher Financial Advisors held 540 shares of Equifax worth $85.7K as of Q2 2026.
  • Equifax was a new Kelleher Financial Advisors position in Q2 2026.
  • Equifax made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #390 holding.
  • Kelleher Financial Advisors first reported a position in Equifax in Q3 2021 and has held it in 2 quarters since.
  • Kelleher Financial Advisors's Equifax position peaked at $200K in Q3 2021.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.