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Aviso Financial’s Equifax EFX Stock Holding History

Aviso Financial’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
Q2 		– Sell
-14
Closed -$2.52K – 302
2026
Q1 		$2.52K Sell
14
-752
-98% -$149K ﹤0.01% 312
2025
Q4 		$166K Sell
766
-112
-13% -$24.5K 0.01% 223
2025
Q3 		$225K Sell
878
-76
-8% -$19.1K 0.01% 225
2025
Q2 		$247K Buy
954
+5
+0.5% +$1.27K 0.01% 222
2025
Q1 		$231K Sell
949
-3,410
-78% -$857K 0.01% 225
2024
Q4 		$1.11M Buy
4,359
+1,091
+33% +$292K 0.06% 141
2024
Q3 		$960K Buy
3,268
+1,334
+69% +$376K 0.05% 150
2024
Q2 		$469K Buy
+1,934
New +$461K 0.03% 190

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Aviso Financial's EFX Position: Q2 2026 in Review

Aviso Financial sold out of Equifax (EFX) in Q2 2026, closing a stake of 14 shares — an estimated $2.52K sold.

Aviso Financial first reported a position in EFX in Q2 2024 and held it in 8 quarters. The position peaked at $1.11M in Q4 2024. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Aviso Financial reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 14 Equifax shares in Q2 2026, an estimated $2.52K.
  • Aviso Financial first reported a position in Equifax in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's Equifax position peaked at $1.11M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.