Ancora Advisors’s Equifax EFX Stock Holding History

Ancora Advisors’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	$63.2K	Buy	351 +39	+13%	+$7.75K	﹤0.01%	1058
2025 Q4	$67.6K	Buy	312 +160	+105%	+$35K	﹤0.01%	1042
2025 Q3	$38.9K	Hold	152	–	–	﹤0.01%	1084
2025 Q2	$39.3K	Buy	152 +2	+1%	+$509	﹤0.01%	1071
2025 Q1	$36.5K	Hold	150	–	–	﹤0.01%	1077
2024 Q4	$38.2K	Sell	150 -1	-0.7%	-$268	﹤0.01%	1066
2024 Q3	$44.3K	Buy	151 +1	+0.7%	+$282	﹤0.01%	1015
2024 Q2	$36.3K	Hold	150	–	–	﹤0.01%	1032
2024 Q1	$40.1K	Hold	150	–	–	﹤0.01%	1012
2023 Q4	$37K	Sell	150 -1,827	-92%	-$371K	﹤0.01%	1022
2023 Q3	$362K	Sell	1,977 -246	-11%	-$50.2K	0.01%	535
2023 Q2	$523K	Hold	2,223	–	–	0.01%	460
2023 Q1	$451K	Buy	2,223 +30	+1%	+$6.25K	0.01%	490
2022 Q4	$426K	Buy	2,193 +120	+6%	+$21.9K	0.01%	518
2022 Q3	$355K	Hold	2,073	–	–	0.01%	584
2022 Q2	$379K	Hold	2,073	–	–	0.01%	593
2022 Q1	$492K	Hold	2,073	–	–	0.01%	557
2021 Q4	$607K	Hold	2,073	–	–	0.01%	508
2021 Q3	$525K	Hold	2,073	–	–	0.01%	534
2021 Q2	$497K	Hold	2,073	–	–	0.01%	544
2021 Q1	$375K	Hold	2,073	–	–	0.01%	586
2020 Q4	$400K	Sell	2,073 -260	-11%	-$43.7K	0.01%	505
2020 Q3	$366K	Hold	2,333	–	–	0.01%	490
2020 Q2	$401K	Buy	+2,333	New	+$346K	0.02%	467
2017 Q1	–	Sell	-1,400	Closed	-$166K	–	733
2016 Q4	$166K	Buy	+1,400	New	+$171K	0.01%	583

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

Ancora Advisors's EFX Position: Q1 2026 in Review

Ancora Advisors increased its Equifax (EFX) stake by 13% in Q1 2026, buying an estimated $7.75K and bringing the position to 351 shares worth $63.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Ancora Advisors first reported a position in EFX in Q4 2016 and has held it in 25 quarters since. The position peaked at $607K in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Ancora Advisors held 351 shares of Equifax worth $63.2K as of Q1 2026.
Ancora Advisors bought 39 Equifax shares in Q1 2026, an estimated $7.75K.
Equifax made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1058 holding.
Ancora Advisors first reported a position in Equifax in Q4 2016 and has held it in 25 quarters since.
Ancora Advisors's Equifax position peaked at $607K in Q4 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.