SPG Advisors’s Equifax EFX Stock Holding History

SPG 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	–	Sell	-1,135	Closed	-$204K	–	11
2026 Q1	$204K	Buy	+1,135	New	+$225K	3.11%	10
2025 Q4	–	Sell	-1,135	Closed	-$291K	–	13
2025 Q3	$291K	Hold	1,135	–	–	3.35%	10
2025 Q2	$294K	Buy	+1,135	New	+$289K	3.53%	10

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 $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 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

SPG Advisors's EFX Position: Q2 2026 in Review

SPG Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,135 shares — an estimated $204K sold.

SPG Advisors first reported a position in EFX in Q2 2025 and held it in 3 quarters. The position peaked at $294K in Q2 2025. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

SPG Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
SPG Advisors sold 1,135 Equifax shares in Q2 2026, an estimated $204K.
SPG Advisors first reported a position in Equifax in Q2 2025 and held it in 3 quarters.
SPG Advisors's Equifax position peaked at $294K in Q2 2025.
830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on SPG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.