OneDigital Investment Advisors’s Equifax EFX Stock Holding History

OneDigital 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	–	Sell	-1,219	Closed	-$220K	–	1593
2026 Q1	$220K	Sell	1,219 -79	-6%	-$15.7K	﹤0.01%	1359
2025 Q4	$282K	Buy	+1,298	New	+$284K	﹤0.01%	1252
2025 Q2	–	Sell	-857	Closed	-$209K	–	1467
2025 Q1	$209K	Buy	+857	New	+$215K	﹤0.01%	1308
2024 Q4	–	Sell	-1,037	Closed	-$305K	–	1432
2024 Q3	$305K	Buy	+1,037	New	+$292K	﹤0.01%	1148
2018 Q4	–	Sell	-220	Closed	-$29K	–	1155
2018 Q3	$29K	Sell	220 -110	-33%	-$14.3K	0.01%	546
2018 Q2	$41K	Hold	330	–	–	0.01%	558
2018 Q1	$39K	Hold	330	–	–	0.01%	593
2017 Q4	$39K	Buy	+330	New	+$37.1K	﹤0.01%	580

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 $3.38T AUM 44.17% 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

OneDigital Investment Advisors's EFX Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,219 shares — an estimated $220K sold.

OneDigital Investment Advisors first reported a position in EFX in Q4 2017 and held it in 8 quarters. The position peaked at $305K in Q3 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

OneDigital Investment Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 1,219 Equifax shares in Q2 2026, an estimated $220K.
OneDigital Investment Advisors first reported a position in Equifax in Q4 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Equifax position peaked at $305K in Q3 2024.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.