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Sequoia Financial Advisors’s Equifax EFX Stock Holding History

Sequoia Financial 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 		$646K Sell
4,071
-175
-4% -$29.8K ﹤0.01% 1164
2026
Q1 		$765K Buy
4,246
+175
+4% +$34.8K ﹤0.01% 1018
2025
Q4 		$883K Buy
4,071
+1,169
+40% +$256K ﹤0.01% 954
2025
Q3 		$744K Buy
2,902
+953
+49% +$240K ﹤0.01% 939
2025
Q2 		$506K Buy
1,949
+614
+46% +$156K ﹤0.01% 989
2025
Q1 		$325K Sell
1,335
-78
-6% -$19.6K ﹤0.01% 1028
2024
Q4 		$360K Sell
1,413
-41
-3% -$11K ﹤0.01% 940
2024
Q3 		$427K Buy
1,454
+375
+35% +$106K ﹤0.01% 812
2024
Q2 		$262K Buy
1,079
+322
+43% +$76.8K ﹤0.01% 957
2024
Q1 		$202K Sell
757
-1,203
-61% -$306K ﹤0.01% 1064
2023
Q4 		$485K Buy
+1,960
New +$398K 0.01% 746

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sequoia Financial Advisors's EFX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Equifax (EFX) stake by 4.1% in Q2 2026, selling an estimated $29.8K and leaving 4,071 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Sequoia Financial Advisors first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $883K in Q4 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Sequoia Financial Advisors held 4,071 shares of Equifax worth $646K as of Q2 2026.
  • Sequoia Financial Advisors sold 175 Equifax shares in Q2 2026, an estimated $29.8K.
  • Equifax made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1164 holding.
  • Sequoia Financial Advisors first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Equifax position peaked at $883K in Q4 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.