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Legacy Financial Advisors’s Equifax EFX Stock Holding History

Legacy Financial 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
Q1 		$806K Buy
4,477
+465
+12% +$92.4K 0.11% 161
2025
Q4 		$871K Buy
4,012
+766
+24% +$168K 0.12% 140
2025
Q3 		$833K Buy
3,246
+182
+6% +$45.7K 0.11% 163
2025
Q2 		$795K Buy
+3,064
New +$779K 0.12% 142
2019
Q2 		– Sell
-20
Closed -$2K – 339
2019
Q1 		$2K Hold
20
– – ﹤0.01% 893
2018
Q4 		$2K Buy
+20
New +$2.13K ﹤0.01% 839

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Legacy Financial Advisors's EFX Position: Q1 2026 in Review

Legacy Financial Advisors increased its Equifax (EFX) stake by 12% in Q1 2026, buying an estimated $92.4K and bringing the position to 4,477 shares worth $806K. The position accounts for 0.11% of the portfolio, ranked #161.

Legacy Financial Advisors first reported a position in EFX in Q4 2018 and has held it in 6 quarters since. The position peaked at $871K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Legacy Financial Advisors held 4,477 shares of Equifax worth $806K as of Q1 2026.
  • Legacy Financial Advisors bought 465 Equifax shares in Q1 2026, an estimated $92.4K.
  • Equifax made up 0.11% of Legacy Financial Advisors's portfolio in Q1 2026, its #161 holding.
  • Legacy Financial Advisors first reported a position in Equifax in Q4 2018 and has held it in 6 quarters since.
  • Legacy Financial Advisors's Equifax position peaked at $871K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.