Aureus Asset Management’s Equifax EFX Stock Holding History

Aureus Asset Management’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	$228K	Sell	1,267 -33	-3%	-$6.55K	0.02%	208
2025 Q4	$282K	Hold	1,300	–	–	0.02%	165
2025 Q3	$333K	Hold	1,300	–	–	0.02%	159
2025 Q2	$337K	Hold	1,300	–	–	0.02%	161
2025 Q1	$317K	Hold	1,300	–	–	0.02%	160
2024 Q4	$331K	Hold	1,300	–	–	0.02%	153
2024 Q3	$382K	Hold	1,300	–	–	0.03%	145
2024 Q2	$315K	Hold	1,300	–	–	0.02%	155
2024 Q1	$348K	Hold	1,300	–	–	0.02%	144
2023 Q4	$321K	Hold	1,300	–	–	0.02%	147
2023 Q3	$238K	Hold	1,300	–	–	0.02%	166
2023 Q2	$306K	Hold	1,300	–	–	0.02%	146
2023 Q1	$264K	Hold	1,300	–	–	0.02%	150
2022 Q4	$253K	Hold	1,300	–	–	0.02%	159
2022 Q3	$223K	Hold	1,300	–	–	0.02%	153
2022 Q2	$238K	Hold	1,300	–	–	0.02%	169
2022 Q1	$308K	Hold	1,300	–	–	0.02%	178
2021 Q4	$381K	Hold	1,300	–	–	0.02%	151
2021 Q3	$329K	Hold	1,300	–	–	0.02%	156
2021 Q2	$311K	Hold	1,300	–	–	0.02%	175
2021 Q1	$235K	Hold	1,300	–	–	0.02%	162
2020 Q4	$251K	Hold	1,300	–	–	0.02%	163
2020 Q3	$204K	Buy	+1,300	New	+$213K	0.02%	169

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

Aureus Asset Management's EFX Position: Q1 2026 in Review

Aureus Asset Management reduced its Equifax (EFX) stake by 2.5% in Q1 2026, selling an estimated $6.55K and leaving 1,267 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #208.

Aureus Asset Management first reported a position in EFX in Q3 2020 and has held it in 23 quarters since. The position peaked at $382K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Aureus Asset Management held 1,267 shares of Equifax worth $228K as of Q1 2026.
Aureus Asset Management sold 33 Equifax shares in Q1 2026, an estimated $6.55K.
Equifax made up 0.02% of Aureus Asset Management's portfolio in Q1 2026, its #208 holding.
Aureus Asset Management first reported a position in Equifax in Q3 2020 and has held it in 23 quarters since.
Aureus Asset Management's Equifax position peaked at $382K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.