Anchor Investment Management’s Equifax EFX Stock Holding History

Anchor Investment 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	$40K	Sell	222 -100	-31%	-$19.9K	﹤0.01%	615
2025 Q4	$69.9K	Hold	322	–	–	0.01%	544
2025 Q3	$82.6K	Hold	322	–	–	0.01%	525
2025 Q2	$83.5K	Hold	322	–	–	0.01%	514
2025 Q1	$78.4K	Hold	322	–	–	0.01%	504
2024 Q4	$82.1K	Hold	322	–	–	0.01%	500
2024 Q3	$94.6K	Buy	+322	New	+$90.8K	0.01%	478
2017 Q3	–	Sell	-2,870	Closed	-$394K	–	775
2017 Q2	$394K	Sell	2,870 -53	-2%	-$7.28K	0.13%	165
2017 Q1	$400K	Sell	2,923 -200	-6%	-$25.4K	0.14%	154
2016 Q4	$369K	Sell	3,123 -140	-4%	-$17.1K	0.14%	153
2016 Q3	$439K	Buy	3,263 +745	+30%	+$98.8K	0.17%	133
2016 Q2	$323K	Buy	2,518 +2,238	+799%	+$271K	0.13%	170
2016 Q1	$32K	Buy	+280	New	+$29.5K	0.01%	379

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

Anchor Investment Management's EFX Position: Q1 2026 in Review

Anchor Investment Management reduced its Equifax (EFX) stake by 31% in Q1 2026, selling an estimated $19.9K and leaving 222 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Anchor Investment Management first reported a position in EFX in Q1 2016 and has held it in 13 quarters since. The position peaked at $439K in Q3 2016. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Anchor Investment Management held 222 shares of Equifax worth $40K as of Q1 2026.
Anchor Investment Management sold 100 Equifax shares in Q1 2026, an estimated $19.9K.
Equifax made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #615 holding.
Anchor Investment Management first reported a position in Equifax in Q1 2016 and has held it in 13 quarters since.
Anchor Investment Management's Equifax position peaked at $439K in Q3 2016.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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