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Advisor OS’s Equifax EFX Stock Holding History

Advisor OS’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
-3,519
Closed -$764K – 593
2025
Q4 		$764K Buy
3,519
+305
+9% +$66.8K 0.06% 202
2025
Q3 		$824K Buy
3,214
+1,805
+128% +$454K 0.07% 182
2025
Q2 		$366K Sell
1,409
-192
-12% -$48.8K 0.04% 308
2025
Q1 		$390K Sell
1,601
-131
-8% -$32.9K 0.04% 270
2024
Q4 		$441K Sell
1,732
-1,487
-46% -$398K 0.05% 245
2024
Q3 		$946K Sell
3,219
-1,512
-32% -$426K 0.09% 159
2024
Q2 		$1.15M Buy
4,731
+18
+0.4% +$4.29K 0.13% 139
2024
Q1 		$1.26M Buy
4,713
+380
+9% +$96.7K 0.14% 127
2023
Q4 		$1.07M Sell
4,333
-215
-5% -$43.6K 0.14% 135
2023
Q3 		$833K Buy
4,548
+188
+4% +$38.4K 0.12% 150
2023
Q2 		$1.03M Buy
4,360
+52
+1% +$10.9K 0.17% 120
2023
Q1 		$874K Buy
4,308
+173
+4% +$36K 0.21% 119
2022
Q4 		$804K Buy
4,135
+844
+26% +$154K 0.21% 111
2022
Q3 		$564K Sell
3,291
-611
-16% -$120K 0.17% 120
2022
Q2 		$713K Buy
3,902
+408
+12% +$81.7K 0.21% 111
2022
Q1 		$828K Buy
3,494
+342
+11% +$80.6K 0.24% 100
2021
Q4 		$923K Buy
3,152
+322
+11% +$89.6K 0.19% 115
2021
Q3 		$717K Buy
2,830
+401
+17% +$104K 0.16% 121
2021
Q2 		$581K Buy
2,429
+982
+68% +$219K 0.12% 131
2021
Q1 		$262K Buy
+1,447
New +$256K 0.06% 173

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Advisor OS's EFX Position: Q1 2026 in Review

Advisor OS sold out of Equifax (EFX) in Q1 2026, closing a stake of 3,519 shares — an estimated $764K sold.

Advisor OS first reported a position in EFX in Q1 2021 and held it in 20 quarters. The position peaked at $1.26M in Q1 2024. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Advisor OS reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 3,519 Equifax shares in Q1 2026, an estimated $764K.
  • Advisor OS first reported a position in Equifax in Q1 2021 and held it in 20 quarters.
  • Advisor OS's Equifax position peaked at $1.26M in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.