NWF Advisory Services’s Equifax EFX Stock Holding History

NWF 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 Q1	$376K	Hold	2,087	–	–	0.04%	249
2025 Q4	$453K	Hold	2,087	–	–	0.05%	219
2025 Q3	$535K	Hold	2,087	–	–	0.06%	204
2025 Q2	$541K	Hold	2,087	–	–	0.06%	194
2025 Q1	$508K	Hold	2,087	–	–	0.07%	177
2024 Q4	$532K	Hold	2,087	–	–	0.08%	124
2024 Q3	$613K	Sell	2,087 -4	-0.2%	-$1.13K	0.09%	146
2024 Q2	$507K	Hold	2,091	–	–	0.08%	154
2024 Q1	$559K	Hold	2,091	–	–	0.09%	149
2023 Q4	$517K	Sell	2,091 -313	-13%	-$63.5K	0.1%	143
2023 Q3	$440K	Hold	2,404	–	–	0.1%	146
2023 Q2	$566K	Hold	2,404	–	–	0.13%	129
2023 Q1	$566K	Buy	+2,404	New	+$500K	0.13%	128

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

NWF Advisory Services's EFX Position: Q1 2026 in Review

NWF Advisory Services held its Equifax (EFX) position steady in Q1 2026 at 2,087 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #249.

NWF Advisory Services first reported a position in EFX in Q1 2023 and has held it in 13 quarters since. The position peaked at $613K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

NWF Advisory Services held 2,087 shares of Equifax worth $376K as of Q1 2026.
NWF Advisory Services left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #249 holding.
NWF Advisory Services first reported a position in Equifax in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Equifax position peaked at $613K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.