Atria Investments’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.3M | Sell |
14,491
-3,775
| -21% | -$643K | 0.02% | 687 |
|
|
2026
Q1 | $3.29M | Buy |
18,266
+2,941
| +19% | +$584K | 0.04% | 511 |
|
|
2025
Q4 | $3.33M | Sell |
15,325
-2,323
| -13% | -$509K | 0.04% | 523 |
|
|
2025
Q3 | $4.53M | Buy |
17,648
+1,928
| +12% | +$485K | 0.05% | 419 |
|
|
2025
Q2 | $4.08M | Buy |
15,720
+626
| +4% | +$159K | 0.05% | 447 |
|
|
2025
Q1 | $3.68M | Buy |
15,094
+1,661
| +12% | +$417K | 0.05% | 464 |
|
|
2024
Q4 | $3.42M | Sell |
13,433
-843
| -6% | -$226K | 0.04% | 478 |
|
|
2024
Q3 | $4.2M | Sell |
14,276
-720
| -5% | -$203K | 0.05% | 411 |
|
|
2024
Q2 | $3.64M | Buy |
14,996
+3,691
| +33% | +$881K | 0.05% | 435 |
|
|
2024
Q1 | $3.02M | Sell |
11,305
-389
| -3% | -$99K | 0.04% | 511 |
|
|
2023
Q4 | $2.89M | Buy |
11,694
+2,212
| +23% | +$449K | 0.04% | 461 |
|
|
2023
Q3 | $1.74M | Sell |
9,482
-534
| -5% | -$109K | 0.03% | 624 |
|
|
2023
Q2 | $2.36M | Buy |
10,016
+527
| +6% | +$111K | 0.04% | 495 |
|
|
2023
Q1 | $1.92M | Buy |
9,489
+360
| +4% | +$74.9K | 0.04% | 548 |
|
|
2022
Q4 | $1.77M | Sell |
9,129
-491
| -5% | -$89.7K | 0.04% | 555 |
|
|
2022
Q3 | $1.65M | Sell |
9,620
-501
| -5% | -$98.1K | 0.04% | 548 |
|
|
2022
Q2 | $1.85M | Sell |
10,121
-1,917
| -16% | -$384K | 0.04% | 531 |
|
|
2022
Q1 | $2.85M | Buy |
12,038
+2,182
| +22% | +$514K | 0.05% | 448 |
|
|
2021
Q4 | $2.89M | Buy |
9,856
+1,718
| +21% | +$478K | 0.05% | 423 |
|
|
2021
Q3 | $2.06M | Buy |
8,138
+1,321
| +19% | +$343K | 0.04% | 513 |
|
|
2021
Q2 | $1.63M | Buy |
+6,817
| New | +$1.52M | 0.03% | 584 |
|
|
2018
Q4 | – | Sell |
-6,867
| Closed | -$897K | – | 915 |
|
|
2018
Q3 | $897K | Buy |
6,867
+651
| +10% | +$84.8K | 0.04% | 426 |
|
|
2018
Q2 | $778K | Buy |
6,216
+436
| +8% | +$51.7K | 0.03% | 433 |
|
|
2018
Q1 | $681K | Buy |
5,780
+560
| +11% | +$67.2K | 0.03% | 435 |
|
|
2017
Q4 | $616K | Buy |
5,220
+1,107
| +27% | +$124K | 0.03% | 444 |
|
|
2017
Q3 | $436K | Sell |
4,113
-1,851
| -31% | -$245K | 0.02% | 487 |
|
|
2017
Q2 | $820K | Buy |
5,964
+3,199
| +116% | +$439K | 0.05% | 332 |
|
|
2017
Q1 | $378K | Buy |
2,765
+55
| +2% | +$7K | 0.02% | 455 |
|
|
2016
Q4 | $320K | Buy |
2,710
+911
| +51% | +$111K | 0.02% | 450 |
|
|
2016
Q3 | $242K | Buy |
+1,799
| New | +$239K | 0.02% | 455 |
|
Other funds holding EFX
SCP
Atria Investments's EFX Position: Q2 2026 in Review
Atria Investments reduced its Equifax (EFX) stake by 21% in Q2 2026, selling an estimated $643K and leaving 14,491 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #687.
Atria Investments first reported a position in EFX in Q3 2016 and has held it in 30 quarters since. The position peaked at $4.53M in Q3 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.
- Atria Investments held 14,491 shares of Equifax worth $2.3M as of Q2 2026.
- Atria Investments sold 3,775 Equifax shares in Q2 2026, an estimated $643K.
- Equifax made up 0.02% of Atria Investments's portfolio in Q2 2026, its #687 holding.
- Atria Investments first reported a position in Equifax in Q3 2016 and has held it in 30 quarters since.
- Atria Investments's Equifax position peaked at $4.53M in Q3 2025.
- 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.