LRI Investments’s Equifax EFX Stock Holding History

LRI Investments’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	$58.6K	Buy	369 +180	+95%	+$30.7K	﹤0.01%	536
2026 Q1	$34K	Sell	189 -487	-72%	-$96.7K	﹤0.01%	579
2025 Q4	$147K	Sell	676 -12	-2%	-$2.63K	0.01%	349
2025 Q3	$176K	Sell	688 -80	-10%	-$20.1K	0.01%	314
2025 Q2	$199K	Buy	768 +32	+4%	+$8.14K	0.02%	288
2025 Q1	$179K	Sell	736 -310	-30%	-$77.9K	0.02%	286
2024 Q4	$266K	Buy	1,046 +53	+5%	+$14.2K	0.03%	217
2024 Q3	$260K	Sell	993 -46	-4%	-$13K	0.03%	226
2024 Q2	$252K	Buy	+1,039	New	+$248K	0.03%	207

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LRI Investments's EFX Position: Q2 2026 in Review

LRI Investments increased its Equifax (EFX) stake by 95% in Q2 2026, buying an estimated $30.7K and bringing the position to 369 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

LRI Investments first reported a position in EFX in Q2 2024 and has held it in 9 quarters since. The position peaked at $266K in Q4 2024. 150 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

LRI Investments held 369 shares of Equifax worth $58.6K as of Q2 2026.
LRI Investments bought 180 Equifax shares in Q2 2026, an estimated $30.7K.
Equifax made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #536 holding.
LRI Investments first reported a position in Equifax in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Equifax position peaked at $266K in Q4 2024.
150 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.