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 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 $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

OneDigital Investment Advisors's EFX Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Equifax (EFX) stake by 6.1% in Q1 2026, selling an estimated $15.7K and leaving 1,219 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

OneDigital Investment Advisors first reported a position in EFX in Q4 2017 and has held it in 8 quarters since. The position peaked at $305K in Q3 2024. 872 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

OneDigital Investment Advisors held 1,219 shares of Equifax worth $220K as of Q1 2026.
OneDigital Investment Advisors sold 79 Equifax shares in Q1 2026, an estimated $15.7K.
Equifax made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1359 holding.
OneDigital Investment Advisors first reported a position in Equifax in Q4 2017 and has held it in 8 quarters since.
OneDigital Investment Advisors's Equifax position peaked at $305K in Q3 2024.
872 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.