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Soltis Investment Advisors’s Equifax EFX Stock Holding History

Soltis 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
Q2 		$285K Buy
+1,798
New +$306K 0.02% 505

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

Soltis Investment Advisors's EFX Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in Equifax (EFX) in Q2 2026: 1,798 shares worth $285K. The stake represents 0.02% of the portfolio and ranks #505 among its holdings.

832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Soltis Investment Advisors held 1,798 shares of Equifax worth $285K as of Q2 2026.
  • Equifax was a new Soltis Investment Advisors position in Q2 2026.
  • Equifax made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #505 holding.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.