RFG Advisory’s Equifax EFX Stock Holding History

RFG Advisory’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	-1,599	Closed	-$347K	–	1059
2025 Q4	$347K	Sell	1,599 -298	-16%	-$65.3K	0.01%	814
2025 Q3	$487K	Buy	+1,897	New	+$477K	0.01%	694

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

RFG Advisory's EFX Position: Q1 2026 in Review

RFG Advisory sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,599 shares — an estimated $347K sold.

RFG Advisory first reported a position in EFX in Q3 2025 and held it in 2 quarters. The position peaked at $487K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

RFG Advisory reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
RFG Advisory sold 1,599 Equifax shares in Q1 2026, an estimated $347K.
RFG Advisory first reported a position in Equifax in Q3 2025 and held it in 2 quarters.
RFG Advisory's Equifax position peaked at $487K in Q3 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.