SBK Financial’s Equifax EFX Stock Holding History

SBK Financial’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	-20	Closed	-$3.6K	–	275
2026 Q1	$3.6K	Buy	+20	New	+$3.97K	﹤0.01%	250

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 $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 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

SBK Financial's EFX Position: Q2 2026 in Review

SBK Financial sold out of Equifax (EFX) in Q2 2026, closing a stake of 20 shares — an estimated $3.6K sold.

SBK Financial first reported a position in EFX in Q1 2026 and held it in 1 quarter. The position peaked at $3.6K in Q1 2026. 843 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

SBK Financial reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 20 Equifax shares in Q2 2026, an estimated $3.6K.
SBK Financial first reported a position in Equifax in Q1 2026 and held it in 1 quarter.
SBK Financial's Equifax position peaked at $3.6K in Q1 2026.
843 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.