Legacy Advisors’s Equifax EFX Stock Holding History

Legacy Advisors’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	$1.27M	Sell	8,003 -38	-0.5%	-$6.48K	0.12%	106
2026 Q1	$1.45M	Buy	8,041 +110	+1%	+$21.8K	0.17%	75
2025 Q4	$1.72M	Buy	7,931 +38	+0.5%	+$8.32K	0.18%	67
2025 Q3	$2.02M	Buy	+7,893	New	+$1.98M	0.25%	52
2025 Q2	–	Sell	-14,859	Closed	-$3.62M	–	136
2025 Q1	$3.62M	Buy	14,859 +141	+1%	+$35.4K	0.37%	54
2024 Q4	$3.75M	Buy	14,718 +262	+2%	+$70.2K	0.36%	48
2024 Q3	$4.25M	Sell	14,456 -891	-6%	-$251K	0.46%	40
2024 Q2	$3.72M	Buy	15,347 +540	+4%	+$129K	0.45%	37
2024 Q1	$3.96M	Buy	14,807 +262	+2%	+$66.7K	0.5%	35
2023 Q4	$3.6M	Sell	14,545 -1,066	-7%	-$216K	0.46%	35
2023 Q3	$2.86M	Buy	15,611 +1,609	+11%	+$329K	0.46%	54
2023 Q2	$3.29M	Buy	14,002 +78	+0.6%	+$16.4K	0.49%	46
2023 Q1	$2.82M	Buy	13,924 +735	+6%	+$153K	0.52%	43
2022 Q4	$2.56M	Buy	13,189 +1,313	+11%	+$240K	0.47%	45
2022 Q3	$2.04M	Buy	11,876 +1,067	+10%	+$209K	0.45%	43
2022 Q2	$1.98M	Buy	10,809 +762	+8%	+$152K	0.42%	45
2022 Q1	$2.38M	Buy	10,047 +2,224	+28%	+$524K	0.46%	37
2021 Q4	$2.29M	Sell	7,823 -15	-0.2%	-$4.18K	0.84%	23
2021 Q3	$1.99M	Buy	7,838 +15	+0.2%	+$3.9K	0.79%	24
2021 Q2	$1.87M	Hold	7,823	–	–	0.76%	26
2021 Q1	$1.42M	Hold	7,823	–	–	0.63%	30
2020 Q4	$1.51M	Hold	7,823	–	–	0.86%	26
2020 Q3	$1.23M	Hold	7,823	–	–	0.81%	26
2020 Q2	$1.34M	Hold	7,823	–	–	1.07%	23
2020 Q1	$934K	Hold	7,823	–	–	0.93%	24
2019 Q4	$1.1M	Hold	7,823	–	–	0.7%	34
2019 Q3	$1.1M	Hold	7,823	–	–	0.82%	33
2019 Q2	$1.06M	Sell	7,823 -7,823	-50%	-$981K	0.72%	32
2019 Q1	$1.85M	Buy	15,646 +7,823	+100%	+$835K	0.6%	39
2018 Q4	$729K	Hold	7,823	–	–	0.55%	41
2018 Q3	$1.02M	Hold	7,823	–	–	0.5%	64
2018 Q2	$979K	Hold	7,823	–	–	0.73%	33
2018 Q1	$907K	Hold	7,823	–	–	0.67%	34
2017 Q4	$922K	Hold	7,823	–	–	0.9%	25
2017 Q3	$829K	Hold	7,823	–	–	0.92%	23
2017 Q2	$1.07M	Hold	7,823	–	–	1.37%	18
2017 Q1	$1.07M	Sell	7,823 -7,822	-50%	-$995K	1.44%	12
2016 Q4	$1.85M	Buy	+15,645	New	+$1.91M	2.53%	5

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Legacy Advisors's EFX Position: Q2 2026 in Review

Legacy Advisors reduced its Equifax (EFX) stake by 0.47% in Q2 2026, selling an estimated $6.48K and leaving 8,003 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #106.

Legacy Advisors first reported a position in EFX in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.25M in Q3 2024. 180 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Legacy Advisors held 8,003 shares of Equifax worth $1.27M as of Q2 2026.
Legacy Advisors sold 38 Equifax shares in Q2 2026, an estimated $6.48K.
Equifax made up 0.12% of Legacy Advisors's portfolio in Q2 2026, its #106 holding.
Legacy Advisors first reported a position in Equifax in Q4 2016 and has held it in 38 quarters since.
Legacy Advisors's Equifax position peaked at $4.25M in Q3 2024.
180 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.