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Advisors Capital Management’s Equifax EFX Stock Holding History

Advisors Capital Management’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 		$437K Sell
2,426
-318
-12% -$63.2K 0.01% 417
2025
Q4 		$596K Sell
2,744
-21
-0.8% -$4.6K 0.01% 372
2025
Q3 		$709K Buy
2,765
+41
+2% +$10.3K 0.01% 341
2025
Q2 		$707K Buy
2,724
+5
+0.2% +$1.27K 0.01% 325
2025
Q1 		$662K Buy
2,719
+23
+0.9% +$5.78K 0.01% 326
2024
Q4 		$687K Sell
2,696
-194
-7% -$52K 0.01% 336
2024
Q3 		$849K Sell
2,890
-906
-24% -$256K 0.01% 309
2024
Q2 		$920K Sell
3,796
-73
-2% -$17.4K 0.02% 299
2024
Q1 		$1.03M Sell
3,869
-58
-1% -$14.8K 0.02% 288
2023
Q4 		$971K Sell
3,927
-33
-0.8% -$6.69K 0.02% 291
2023
Q3 		$725K Sell
3,960
-57
-1% -$11.6K 0.02% 274
2023
Q2 		$945K Buy
+4,017
New +$845K 0.02% 260

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Advisors Capital Management's EFX Position: Q1 2026 in Review

Advisors Capital Management reduced its Equifax (EFX) stake by 12% in Q1 2026, selling an estimated $63.2K and leaving 2,426 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #417.

Advisors Capital Management first reported a position in EFX in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q1 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Advisors Capital Management held 2,426 shares of Equifax worth $437K as of Q1 2026.
  • Advisors Capital Management sold 318 Equifax shares in Q1 2026, an estimated $63.2K.
  • Equifax made up 0.01% of Advisors Capital Management's portfolio in Q1 2026, its #417 holding.
  • Advisors Capital Management first reported a position in Equifax in Q2 2023 and has held it in 12 quarters since.
  • Advisors Capital Management's Equifax position peaked at $1.03M in Q1 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.