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EFX icon

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
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 $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

Aviso Financial's EFX Position: Q1 2026 in Review

Aviso Financial reduced its Equifax (EFX) stake by 98% in Q1 2026, selling an estimated $149K and leaving 14 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Aviso Financial first reported a position in EFX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Aviso Financial held 14 shares of Equifax worth $2.52K as of Q1 2026.
  • Aviso Financial sold 752 Equifax shares in Q1 2026, an estimated $149K.
  • Equifax made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #312 holding.
  • Aviso Financial first reported a position in Equifax in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Equifax position peaked at $1.11M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.