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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
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 $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

Annis Gardner Whiting Capital Advisors's EFX Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Equifax (EFX) stake by 3.6% in Q1 2026, buying an estimated $794 and bringing the position to 114 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Annis Gardner Whiting Capital Advisors first reported a position in EFX in Q3 2023 and has held it in 11 quarters since. The position peaked at $23.9K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 114 shares of Equifax worth $20.5K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 4 Equifax shares in Q1 2026, an estimated $794.
  • Equifax made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #723 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Equifax in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Equifax position peaked at $23.9K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.