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American Capital Advisory’s Equifax EFX Stock Holding History

American Capital Advisory’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 		$378 Hold
2
– – ﹤0.01% 921
2025
Q4 		$456 Hold
2
– – ﹤0.01% 778
2025
Q3 		$539 Buy
2
+1
+100% +$251 ﹤0.01% 679
2025
Q2 		$285 Hold
1
– – ﹤0.01% 749
2025
Q1 		$268 Buy
+1
New +$251 ﹤0.01% 652
2024
Q4 		– Hold
0
– – – 462
2024
Q3 		– Hold
0
– – – 469
2024
Q2 		– Hold
0
– – – 429
2024
Q1 		– Hold
0
– – – 451
2023
Q4 		– Hold
0
– – – 429

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

American Capital Advisory's EFX Position: Q1 2026 in Review

American Capital Advisory held its Equifax (EFX) position steady in Q1 2026 at 2 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #921.

American Capital Advisory first reported a position in EFX in Q1 2025 and has held it in 5 quarters since. The position peaked at $539 in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • American Capital Advisory held 2 shares of Equifax worth $378 as of Q1 2026.
  • American Capital Advisory left its Equifax share count unchanged in Q1 2026.
  • Equifax made up ﹤0.01% of American Capital Advisory's portfolio in Q1 2026, its #921 holding.
  • American Capital Advisory first reported a position in Equifax in Q1 2025 and has held it in 5 quarters since.
  • American Capital Advisory's Equifax position peaked at $539 in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.