Krilogy Financial
EFX icon

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
Q3 		$349K Sell
2,372
-406
-15% -$70.6K 0.01% 793
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

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Trinity Street Asset Management
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New York State Teachers Retirement System (NYSTRS)
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Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Krilogy Financial's EFX Position: Q3 2026 in Review

Krilogy Financial reduced its Equifax (EFX) stake by 15% in Q3 2026, selling an estimated $70.6K and leaving 2,372 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #793.

Krilogy Financial first reported a position in EFX in Q3 2017 and has held it in 7 quarters since. The position peaked at $441K in Q2 2026. 157 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Krilogy Financial held 2,372 shares of Equifax worth $349K as of Q3 2026.
  • Krilogy Financial sold 406 Equifax shares in Q3 2026, an estimated $70.6K.
  • Equifax made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #793 holding.
  • Krilogy Financial first reported a position in Equifax in Q3 2017 and has held it in 7 quarters since.
  • Krilogy Financial's Equifax position peaked at $441K in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.