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Equifax shares owned by Ballast Advisors

Quarter-by-quarter ownership of Equifax (EFX) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Equifax

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All positions including Equifax held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equifax by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $33k 185 180.07
2021-12-31 $212k 725 292.41
2020-03-31 $87k 725 120.00

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Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding Equifax

BlackRock
Vanguard Capital Management
Harris Associates L.P
Vanguard Portfolio Management
State Street Corporation
Massachusetts Financial Services
Soroban Capital Partners
Morgan Stanley
Capital Research and Management Company - Division 3
Brown Advisory Holdings Incorporated
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Bank of America Corporation
Invesco
Cantillon Capital Mgnt

View all funds holding Equifax