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 Q2	$764K	Buy	4,810 +333	+7%	+$56.8K	0.09%	171
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 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

Legacy Financial Advisors's EFX Position: Q2 2026 in Review

Legacy Financial Advisors increased its Equifax (EFX) stake by 7.4% in Q2 2026, buying an estimated $56.8K and bringing the position to 4,810 shares worth $764K. The position accounts for 0.09% of the portfolio, ranked #171.

Legacy Financial Advisors first reported a position in EFX in Q4 2018 and has held it in 7 quarters since. The position peaked at $871K in Q4 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Legacy Financial Advisors held 4,810 shares of Equifax worth $764K as of Q2 2026.
Legacy Financial Advisors bought 333 Equifax shares in Q2 2026, an estimated $56.8K.
Equifax made up 0.09% of Legacy Financial Advisors's portfolio in Q2 2026, its #171 holding.
Legacy Financial Advisors first reported a position in Equifax in Q4 2018 and has held it in 7 quarters since.
Legacy Financial Advisors's Equifax position peaked at $871K in Q4 2025.
837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.