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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Addison Advisors's EFX Position: Q1 2026 in Review

Addison Advisors increased its Equifax (EFX) stake by 13% in Q1 2026, buying an estimated $2.78K and bringing the position to 125 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #539.

Addison Advisors first reported a position in EFX in Q4 2021 and has held it in 18 quarters since. The position peaked at $34K in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Addison Advisors held 125 shares of Equifax worth $22.5K as of Q1 2026.
Addison Advisors bought 14 Equifax shares in Q1 2026, an estimated $2.78K.
Equifax made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #539 holding.
Addison Advisors first reported a position in Equifax in Q4 2021 and has held it in 18 quarters since.
Addison Advisors's Equifax position peaked at $34K in Q4 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.