MYIA
EFX icon

Mount Yale Investment Advisors’s Equifax EFX Stock Holding History

Mount Yale Investment 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 		$483K Sell
3,040
-36
-1% -$6.14K 0.01% 798
2026
Q1 		$554K Buy
3,076
+917
+42% +$182K 0.01% 686
2025
Q4 		$468K Buy
+2,159
New +$473K 0.02% 475
2025
Q3 		– Sell
-177
Closed -$45.9K – 923
2025
Q2 		$45.9K Buy
+177
New +$45K ﹤0.01% 836

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Mount Yale Investment Advisors's EFX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Equifax (EFX) stake by 1.2% in Q2 2026, selling an estimated $6.14K and leaving 3,040 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #798.

Mount Yale Investment Advisors first reported a position in EFX in Q2 2025 and has held it in 4 quarters since. The position peaked at $554K in Q1 2026. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Mount Yale Investment Advisors held 3,040 shares of Equifax worth $483K as of Q2 2026.
  • Mount Yale Investment Advisors sold 36 Equifax shares in Q2 2026, an estimated $6.14K.
  • Equifax made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #798 holding.
  • Mount Yale Investment Advisors first reported a position in Equifax in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Equifax position peaked at $554K in Q1 2026.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.