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Annis Gardner Whiting Capital Advisors’s Equifax EFX Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-114
Closed -$20.5K – 593
2026
Q1 		$20.5K Buy
114
+4
+4% +$794 ﹤0.01% 723
2025
Q4 		$23.9K Buy
110
+23
+26% +$5.04K ﹤0.01% 629
2025
Q3 		$22.3K Buy
87
+3
+4% +$754 ﹤0.01% 596
2025
Q2 		$21.8K Buy
84
+10
+14% +$2.54K 0.01% 554
2025
Q1 		$18K Buy
74
+11
+17% +$2.77K 0.01% 475
2024
Q4 		$16.1K Hold
63
– – ﹤0.01% 473
2024
Q3 		$18.5K Sell
63
-18
-22% -$5.08K 0.01% 469
2024
Q2 		$19.6K Buy
81
+1
+1% +$239 0.01% 573
2024
Q1 		$21.4K Buy
80
+18
+29% +$4.58K 0.01% 539
2023
Q4 		$15.3K Hold
62
– – 0.01% 437
2023
Q3 		$11.4K Buy
+62
New +$12.7K 0.01% 453

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

Annis Gardner Whiting Capital Advisors's EFX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 114 shares — an estimated $20.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EFX in Q3 2023 and held it in 11 quarters. The position peaked at $23.9K in Q4 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 114 Equifax shares in Q2 2026, an estimated $20.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Equifax in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Equifax position peaked at $23.9K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.