Nadler Financial Group’s Equifax EFX Stock Holding History

Nadler Financial Group’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	–	Sell	-1,000	Closed	-$217K	–	141
2025 Q4	$217K	Hold	1,000	–	–	0.02%	131
2025 Q3	$257K	Hold	1,000	–	–	0.02%	114
2025 Q2	$259K	Hold	1,000	–	–	0.03%	109
2025 Q1	$244K	Hold	1,000	–	–	0.03%	108
2024 Q4	$255K	Hold	1,000	–	–	0.03%	105
2024 Q3	$294K	Hold	1,000	–	–	0.03%	92
2024 Q2	$242K	Hold	1,000	–	–	0.03%	98
2024 Q1	$268K	Hold	1,000	–	–	0.03%	90
2023 Q4	$247K	Buy	+1,000	New	+$203K	0.03%	94
2023 Q3	–	Sell	-1,000	Closed	-$235K	–	112
2023 Q2	$235K	Hold	1,000	–	–	0.03%	97
2023 Q1	$203K	Buy	+1,000	New	+$208K	0.03%	108
2022 Q2	–	Sell	-1,000	Closed	-$237K	–	110
2022 Q1	$237K	Hold	1,000	–	–	0.04%	104
2021 Q4	$293K	Hold	1,000	–	–	0.04%	97
2021 Q3	$253K	Hold	1,000	–	–	0.04%	101
2021 Q2	$240K	Buy	+1,000	New	+$223K	0.04%	113

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Nadler Financial Group's EFX Position: Q1 2026 in Review

Nadler Financial Group sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,000 shares — an estimated $217K sold.

Nadler Financial Group first reported a position in EFX in Q2 2021 and held it in 15 quarters. The position peaked at $294K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Nadler Financial Group reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
Nadler Financial Group sold 1,000 Equifax shares in Q1 2026, an estimated $217K.
Nadler Financial Group first reported a position in Equifax in Q2 2021 and held it in 15 quarters.
Nadler Financial Group's Equifax position peaked at $294K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Nadler Financial Group's 13F filing for Q1 2026, filed 4 May 2026.