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Larson Financial Group’s Equifax EFX Stock Holding History

Larson Financial Group’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 		$36.9K Sell
233
-579
-71% -$98.7K ﹤0.01% 1659
2026
Q1 		$146K Buy
812
+509
+168% +$101K ﹤0.01% 828
2025
Q4 		$65.7K Sell
303
-287
-49% -$62.8K ﹤0.01% 1106
2025
Q3 		$151K Sell
590
-2,686
-82% -$675K 0.01% 768
2025
Q2 		$850K Buy
3,276
+791
+32% +$201K 0.03% 319
2025
Q1 		$605K Buy
2,485
+1,681
+209% +$423K 0.03% 350
2024
Q4 		$205K Buy
804
+184
+30% +$49.3K 0.01% 559
2024
Q3 		$182K Sell
620
-161
-21% -$45.4K 0.01% 597
2024
Q2 		$189K Buy
781
+580
+289% +$138K 0.01% 480
2024
Q1 		$53.8K Buy
201
+159
+379% +$40.5K ﹤0.01% 672
2023
Q4 		$10.4K Hold
42
– – ﹤0.01% 1006
2023
Q3 		$7.69K Hold
42
– – ﹤0.01% 1070
2023
Q2 		$9.88K Buy
42
+2
+5% +$421 ﹤0.01% 933
2023
Q1 		$8.11K Hold
40
– – ﹤0.01% 986
2022
Q4 		$7.77K Buy
+40
New +$7.31K ﹤0.01% 932
2022
Q3 		– Sell
-1
Closed – – 1321
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1212
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1075
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1094
2021
Q3 		$0 Hold
1
– – ﹤0.01% 898
2021
Q2 		$0 Hold
1
– – ﹤0.01% 843
2021
Q1 		$0 Hold
1
– – ﹤0.01% 854
2020
Q4 		$0 Hold
1
– – ﹤0.01% 778
2020
Q3 		$0 Hold
1
– – ﹤0.01% 751
2020
Q2 		$0 Buy
+1
New +$148 ﹤0.01% 698

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Larson Financial Group's EFX Position: Q2 2026 in Review

Larson Financial Group reduced its Equifax (EFX) stake by 71% in Q2 2026, selling an estimated $98.7K and leaving 233 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Larson Financial Group first reported a position in EFX in Q2 2020 and has held it in 24 quarters since. The position peaked at $850K in Q2 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Larson Financial Group held 233 shares of Equifax worth $36.9K as of Q2 2026.
  • Larson Financial Group sold 579 Equifax shares in Q2 2026, an estimated $98.7K.
  • Equifax made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1659 holding.
  • Larson Financial Group first reported a position in Equifax in Q2 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Equifax position peaked at $850K in Q2 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.