Krilogy Financial’s Equifax EFX Stock Holding History

Krilogy Financial’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	$271K	Buy	1,425 +435	+44%	+$86.4K	0.01%	779
2025 Q4	$212K	Buy	+990	New	+$217K	0.01%	849
2018 Q2	–	Sell	-13	Closed	-$2K	–	288
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	685
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	686
2017 Q3	$1K	Buy	+13	New	+$1.72K	﹤0.01%	769

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

Krilogy Financial's EFX Position: Q1 2026 in Review

Krilogy Financial increased its Equifax (EFX) stake by 44% in Q1 2026, buying an estimated $86.4K and bringing the position to 1,425 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #779.

Krilogy Financial first reported a position in EFX in Q3 2017 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Krilogy Financial held 1,425 shares of Equifax worth $271K as of Q1 2026.
Krilogy Financial bought 435 Equifax shares in Q1 2026, an estimated $86.4K.
Equifax made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #779 holding.
Krilogy Financial first reported a position in Equifax in Q3 2017 and has held it in 5 quarters since.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.