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Atria Investments’s Equifax EFX Stock Holding History

Atria Investments’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 		$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

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

Atria Investments's EFX Position: Q1 2026 in Review

Atria Investments increased its Equifax (EFX) stake by 19% in Q1 2026, buying an estimated $584K and bringing the position to 18,266 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #511.

Atria Investments first reported a position in EFX in Q3 2016 and has held it in 29 quarters since. The position peaked at $4.53M in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Atria Investments held 18,266 shares of Equifax worth $3.29M as of Q1 2026.
  • Atria Investments bought 2,941 Equifax shares in Q1 2026, an estimated $584K.
  • Equifax made up 0.04% of Atria Investments's portfolio in Q1 2026, its #511 holding.
  • Atria Investments first reported a position in Equifax in Q3 2016 and has held it in 29 quarters since.
  • Atria Investments's Equifax position peaked at $4.53M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.