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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
Q2 		$359K Sell
2,260
-166
-7% -$28.3K ﹤0.01% 491
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Advisors Capital Management's EFX Position: Q2 2026 in Review

Advisors Capital Management reduced its Equifax (EFX) stake by 6.8% in Q2 2026, selling an estimated $28.3K and leaving 2,260 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Advisors Capital Management first reported a position in EFX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q1 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Advisors Capital Management held 2,260 shares of Equifax worth $359K as of Q2 2026.
  • Advisors Capital Management sold 166 Equifax shares in Q2 2026, an estimated $28.3K.
  • Equifax made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #491 holding.
  • Advisors Capital Management first reported a position in Equifax in Q2 2023 and has held it in 13 quarters since.
  • Advisors Capital Management's Equifax position peaked at $1.03M in Q1 2024.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.