Auxier Asset Management’s Equifax EFX Stock Holding History

Auxier 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	–	Sell	-1,000	Closed	-$217K	–	179
2025 Q4	$217K	Hold	1,000	–	–	0.03%	165
2025 Q3	$257K	Hold	1,000	–	–	0.04%	157
2025 Q2	$259K	Hold	1,000	–	–	0.04%	148
2025 Q1	$244K	Hold	1,000	–	–	0.04%	154
2024 Q4	$255K	Hold	1,000	–	–	0.04%	152
2024 Q3	$294K	Hold	1,000	–	–	0.04%	146
2024 Q2	$242K	Hold	1,000	–	–	0.04%	162
2024 Q1	$268K	Hold	1,000	–	–	0.04%	159
2023 Q4	$247K	Buy	+1,000	New	+$203K	0.04%	159
2023 Q3	–	Sell	-1,000	Closed	-$235K	–	167
2023 Q2	$235K	Buy	+1,000	New	+$210K	0.04%	152

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

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

Auxier Asset Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,000 shares — an estimated $217K sold.

Auxier Asset Management first reported a position in EFX in Q2 2023 and held it in 10 quarters. The position peaked at $294K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Auxier Asset Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
Auxier Asset Management sold 1,000 Equifax shares in Q1 2026, an estimated $217K.
Auxier Asset Management first reported a position in Equifax in Q2 2023 and held it in 10 quarters.
Auxier Asset Management's Equifax position peaked at $294K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Auxier Asset Management's 13F filing for Q1 2026, filed 14 May 2026.