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 Q2	$36K	Hold	227	–	–	0.01%	604
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 $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 $3.37T AUM 44.26% 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

Key Financial Inc's EFX Position: Q2 2026 in Review

Key Financial Inc held its Equifax (EFX) position steady in Q2 2026 at 227 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #604.

Key Financial Inc first reported a position in EFX in Q3 2022 and has held it in 16 quarters since. The position peaked at $66.7K in Q3 2024. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Key Financial Inc held 227 shares of Equifax worth $36K as of Q2 2026.
Key Financial Inc left its Equifax share count unchanged in Q2 2026.
Equifax made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #604 holding.
Key Financial Inc first reported a position in Equifax in Q3 2022 and has held it in 16 quarters since.
Key Financial Inc's Equifax position peaked at $66.7K in Q3 2024.
837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.