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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Kestra Advisory Services's EFX Position: Q1 2026 in Review

Kestra Advisory Services reduced its Equifax (EFX) stake by 26% in Q1 2026, selling an estimated $347K and leaving 4,927 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Kestra Advisory Services first reported a position in EFX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.89M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Kestra Advisory Services held 4,927 shares of Equifax worth $887K as of Q1 2026.
  • Kestra Advisory Services sold 1,746 Equifax shares in Q1 2026, an estimated $347K.
  • Equifax made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1817 holding.
  • Kestra Advisory Services first reported a position in Equifax in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's Equifax position peaked at $1.89M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.