Lloyd Advisory Services’s Equifax EFX Stock Holding History

Lloyd Advisory Services’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	$70K	Buy	+441	New	+$75.2K	0.03%	204
2026 Q1	–	Sell	-438	Closed	-$95.1K	–	900
2025 Q4	$95.1K	Buy	+438	New	+$95.9K	0.04%	186
2022 Q2	–	Sell	-427	Closed	-$101K	–	200
2022 Q1	$101K	Buy	427 +1	+0.2%	+$236	0.05%	161
2021 Q4	$125K	Buy	426 +1	+0.2%	+$278	0.06%	124
2021 Q3	$108K	Hold	425	–	–	0.06%	123
2021 Q2	$102K	Buy	425 +1	+0.2%	+$223	0.05%	116
2021 Q1	$77K	Buy	424 +1	+0.2%	+$177	0.04%	115
2020 Q4	$82K	Buy	+423	New	+$71.1K	0.04%	91

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

Lloyd Advisory Services's EFX Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Equifax (EFX) in Q2 2026: 441 shares worth $70K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in EFX as recently as Q4 2025.

Lloyd Advisory Services first reported a position in EFX in Q4 2020 and has held it in 8 quarters since. The position peaked at $125K in Q4 2021. 833 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Lloyd Advisory Services held 441 shares of Equifax worth $70K as of Q2 2026.
Equifax was a new Lloyd Advisory Services position in Q2 2026.
Equifax made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #204 holding.
Lloyd Advisory Services first reported a position in Equifax in Q4 2020 and has held it in 8 quarters since.
Lloyd Advisory Services's Equifax position peaked at $125K in Q4 2021.
833 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.