Kestra Advisory Services
EFX icon

Kestra Advisory Services’s Equifax EFX Stock Holding History

Kestra Advisory Services’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 		$712K Buy
5,189
+266
+5% +$46.2K ﹤0.01% 2195
2026
Q2 		$781K Sell
4,923
-4
-0.1% -$682 ﹤0.01% 2002
2026
Q1 		$887K Sell
4,927
-1,746
-26% -$347K ﹤0.01% 1817
2025
Q4 		$1.45M Sell
6,673
-686
-9% -$150K 0.01% 1412
2025
Q3 		$1.89M Buy
7,359
+1,634
+29% +$411K 0.01% 1189
2025
Q2 		$1.49M Buy
5,725
+57
+1% +$14.5K 0.01% 1252
2025
Q1 		$1.38M Sell
5,668
-288
-5% -$72.4K 0.01% 1189
2024
Q4 		$1.52M Sell
5,956
-483
-8% -$129K 0.01% 1153
2024
Q3 		$1.89M Buy
6,439
+59
+0.9% +$16.6K 0.01% 981
2024
Q2 		$1.55M Buy
6,380
+1,557
+32% +$371K 0.01% 1099
2024
Q1 		$1.29M Buy
4,823
+223
+5% +$56.8K 0.01% 1094
2023
Q4 		$1.14M Sell
4,600
-46
-1% -$9.33K 0.01% 1054
2023
Q3 		$851K Buy
4,646
+446
+11% +$91.1K 0.01% 1075
2023
Q2 		$988K Sell
4,200
-131
-3% -$27.6K 0.01% 984
2023
Q1 		$879K Sell
4,331
-2,482
-36% -$517K 0.01% 1003
2022
Q4 		$1.32M Buy
6,813
+1,125
+20% +$206K 0.01% 924
2022
Q3 		$975K Sell
5,688
-57
-1% -$11.2K 0.01% 986
2022
Q2 		$1.05M Buy
5,745
+438
+8% +$87.7K 0.01% 957
2022
Q1 		$1.26M Buy
5,307
+182
+4% +$42.9K 0.01% 855
2021
Q4 		$1.5M Sell
5,125
-126
-2% -$35.1K 0.02% 805
2021
Q3 		$1.33M Buy
5,251
+2,666
+103% +$693K 0.01% 873
2021
Q2 		$619K Buy
2,585
+310
+14% +$69.3K 0.01% 1172
2021
Q1 		$412K Buy
2,275
+1,175
+107% +$208K 0.01% 1282
2020
Q4 		$210K Buy
+1,100
New +$185K ﹤0.01% 1686

Other funds holding EFX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Advisory Services's EFX Position: Q3 2026 in Review

Kestra Advisory Services increased its Equifax (EFX) stake by 5.4% in Q3 2026, buying an estimated $46.2K and bringing the position to 5,189 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Kestra Advisory Services first reported a position in EFX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.89M in Q3 2024. 463 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Kestra Advisory Services held 5,189 shares of Equifax worth $712K as of Q3 2026.
  • Kestra Advisory Services bought 266 Equifax shares in Q3 2026, an estimated $46.2K.
  • Equifax made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2195 holding.
  • Kestra Advisory Services first reported a position in Equifax in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Equifax position peaked at $1.89M in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.