Addison Advisors’s Equifax EFX Stock Holding History

Addison 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	-125	Closed	-$22.5K	–	785
2026 Q1	$22.5K	Buy	125 +14	+13%	+$2.78K	0.01%	539
2025 Q4	$24.1K	Hold	111	–	–	0.01%	524
2025 Q3	$28.5K	Hold	111	–	–	0.01%	497
2025 Q2	$28.8K	Hold	111	–	–	0.01%	485
2025 Q1	$27K	Hold	111	–	–	0.01%	462
2024 Q4	$28.3K	Hold	111	–	–	0.01%	456
2024 Q3	$32.6K	Hold	111	–	–	0.01%	447
2024 Q2	$26.9K	Hold	111	–	–	0.01%	449
2024 Q1	$29.7K	Hold	111	–	–	0.01%	419
2023 Q4	$27.4K	Hold	111	–	–	0.01%	422
2023 Q3	$20.3K	Hold	111	–	–	0.01%	420
2023 Q2	$26.1K	Hold	111	–	–	0.01%	382
2023 Q1	$22.5K	Sell	111 -4	-3%	-$833	0.01%	385
2022 Q4	$22.4K	Hold	115	–	–	0.01%	364
2022 Q3	$20K	Hold	115	–	–	0.01%	347
2022 Q2	$21K	Hold	115	–	–	0.01%	349
2022 Q1	$27K	Hold	115	–	–	0.01%	364
2021 Q4	$34K	Buy	+115	New	+$32K	0.02%	280

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

Addison Advisors's EFX Position: Q2 2026 in Review

Addison Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 125 shares — an estimated $22.5K sold.

Addison Advisors first reported a position in EFX in Q4 2021 and held it in 18 quarters. The position peaked at $34K in Q4 2021. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Addison Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 125 Equifax shares in Q2 2026, an estimated $22.5K.
Addison Advisors first reported a position in Equifax in Q4 2021 and held it in 18 quarters.
Addison Advisors's Equifax position peaked at $34K in Q4 2021.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.