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 Q2	$441K	Buy	2,778 +1,353	+95%	+$231K	0.01%	688
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 $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

Krilogy Financial's EFX Position: Q2 2026 in Review

Krilogy Financial increased its Equifax (EFX) stake by 95% in Q2 2026, buying an estimated $231K and bringing the position to 2,778 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #688.

Krilogy Financial first reported a position in EFX in Q3 2017 and has held it in 6 quarters since. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Krilogy Financial held 2,778 shares of Equifax worth $441K as of Q2 2026.
Krilogy Financial bought 1,353 Equifax shares in Q2 2026, an estimated $231K.
Equifax made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #688 holding.
Krilogy Financial first reported a position in Equifax in Q3 2017 and has held it in 6 quarters since.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.