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 Q3	$31.4K	Buy	229 +2	+0.9%	+$348	0.01%	620
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Key Financial Inc's EFX Position: Q3 2026 in Review

Key Financial Inc increased its Equifax (EFX) stake by 0.88% in Q3 2026, buying an estimated $348 and bringing the position to 229 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #620.

Key Financial Inc first reported a position in EFX in Q3 2022 and has held it in 17 quarters since. The position peaked at $66.7K in Q3 2024. 649 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

Key Financial Inc held 229 shares of Equifax worth $31.4K as of Q3 2026.
Key Financial Inc bought 2 Equifax shares in Q3 2026, an estimated $348.
Equifax made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #620 holding.
Key Financial Inc first reported a position in Equifax in Q3 2022 and has held it in 17 quarters since.
Key Financial Inc's Equifax position peaked at $66.7K in Q3 2024.
649 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.