Key Financial Inc’s Equifax EFX Stock Holding History

Key Financial Inc’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	$40.9K	Hold	227	–	–	0.01%	569
2025 Q4	$49.3K	Hold	227	–	–	0.01%	523
2025 Q3	$57.6K	Hold	227	–	–	0.01%	489
2025 Q2	$58.9K	Hold	227	–	–	0.01%	460
2025 Q1	$55.3K	Hold	227	–	–	0.01%	468
2024 Q4	$57.9K	Hold	227	–	–	0.01%	455
2024 Q3	$66.7K	Hold	227	–	–	0.01%	428
2024 Q2	$55K	Hold	227	–	–	0.01%	451
2024 Q1	$60.7K	Hold	227	–	–	0.02%	405
2023 Q4	$56.1K	Hold	227	–	–	0.02%	407
2023 Q3	$41.6K	Hold	227	–	–	0.01%	436
2023 Q2	$53.4K	Buy	227 +19	+9%	+$4K	0.02%	398
2023 Q1	$42.2K	Hold	208	–	–	0.02%	417
2022 Q4	$35.7K	Hold	208	–	–	0.02%	409
2022 Q3	$36K	Buy	+208	New	+$40.7K	0.02%	414

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Key Financial Inc's EFX Position: Q1 2026 in Review

Key Financial Inc held its Equifax (EFX) position steady in Q1 2026 at 227 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #569.

Key Financial Inc first reported a position in EFX in Q3 2022 and has held it in 15 quarters since. The position peaked at $66.7K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Key Financial Inc held 227 shares of Equifax worth $40.9K as of Q1 2026.
Key Financial Inc left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #569 holding.
Key Financial Inc first reported a position in Equifax in Q3 2022 and has held it in 15 quarters since.
Key Financial Inc's Equifax position peaked at $66.7K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.