SageView Advisory Group’s Equifax EFX Stock Holding History

SageView Advisory 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	-319	Closed	-$69.2K	–	1118
2025 Q4	$69.2K	Buy	+319	New	+$69.9K	﹤0.01%	952

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

SageView Advisory Group's EFX Position: Q1 2026 in Review

SageView Advisory Group sold out of Equifax (EFX) in Q1 2026, closing a stake of 319 shares — an estimated $69.2K sold.

SageView Advisory Group first reported a position in EFX in Q4 2025 and held it in 1 quarter. The position peaked at $69.2K in Q4 2025. 875 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

SageView Advisory Group reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 319 Equifax shares in Q1 2026, an estimated $69.2K.
SageView Advisory Group first reported a position in Equifax in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Equifax position peaked at $69.2K in Q4 2025.
875 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.