Kestra Private Wealth Services’s Equifax EFX Stock Holding History

Kestra Private Wealth 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 Q2	$212K	Sell	1,336 -51	-4%	-$8.69K	﹤0.01%	1676
2026 Q1	$250K	Sell	1,387 -47	-3%	-$9.34K	﹤0.01%	1537
2025 Q4	$311K	Buy	+1,434	New	+$314K	﹤0.01%	1404
2024 Q2	–	Sell	-785	Closed	-$210K	–	1365
2024 Q1	$210K	Buy	+785	New	+$200K	﹤0.01%	1169
2022 Q1	–	Sell	-771	Closed	-$226K	–	1006
2021 Q4	$226K	Buy	+771	New	+$215K	0.01%	861

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Kestra Private Wealth Services's EFX Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Equifax (EFX) stake by 3.7% in Q2 2026, selling an estimated $8.69K and leaving 1,336 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Kestra Private Wealth Services first reported a position in EFX in Q4 2021 and has held it in 5 quarters since. The position peaked at $311K in Q4 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Kestra Private Wealth Services held 1,336 shares of Equifax worth $212K as of Q2 2026.
Kestra Private Wealth Services sold 51 Equifax shares in Q2 2026, an estimated $8.69K.
Equifax made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1676 holding.
Kestra Private Wealth Services first reported a position in Equifax in Q4 2021 and has held it in 5 quarters since.
Kestra Private Wealth Services's Equifax position peaked at $311K in Q4 2025.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.