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Sound Income Strategies’s Equifax EFX Stock Holding History

Sound Income Strategies’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
-23
Closed -$5.05K – 2630
2025
Q4 		$5.05K Buy
+23
New +$5.04K ﹤0.01% 1797
2023
Q1 		– Sell
-1
Closed -$194 – 1080
2022
Q4 		$194 Hold
1
– – ﹤0.01% 958
2022
Q3 		$0 Hold
1
– – ﹤0.01% 907
2022
Q2 		$0 Hold
1
– – ﹤0.01% 905
2022
Q1 		$0 Buy
+1
New +$236 ﹤0.01% 891
2021
Q2 		– Sell
-2,268
Closed -$411K – 921
2021
Q1 		$411K Hold
2,268
– – 0.07% 102
2020
Q4 		$437K Hold
2,268
– – 0.1% 90
2020
Q3 		$356K Sell
2,268
-500
-18% -$81.9K 0.1% 78
2020
Q2 		$476K Buy
2,768
+2,696
+3,744% +$399K 0.14% 52
2020
Q1 		$9K Buy
+72
New +$10.5K ﹤0.01% 350

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sound Income Strategies's EFX Position: Q1 2026 in Review

Sound Income Strategies sold out of Equifax (EFX) in Q1 2026, closing a stake of 23 shares — an estimated $5.05K sold.

Sound Income Strategies first reported a position in EFX in Q1 2020 and held it in 10 quarters. The position peaked at $476K in Q2 2020. 872 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Sound Income Strategies reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 23 Equifax shares in Q1 2026, an estimated $5.05K.
  • Sound Income Strategies first reported a position in Equifax in Q1 2020 and held it in 10 quarters.
  • Sound Income Strategies's Equifax position peaked at $476K in Q2 2020.
  • 872 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.