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Beacon Pointe Advisors’s Equifax EFX Stock Holding History

Beacon Pointe Advisors’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 		$1.26M Buy
6,990
+4,776
+216% +$949K 0.01% 909
2025
Q4 		$480K Buy
2,214
+583
+36% +$128K ﹤0.01% 1088
2025
Q3 		$418K Sell
1,631
-918
-36% -$231K ﹤0.01% 1072
2025
Q2 		$661K Sell
2,549
-42
-2% -$10.7K 0.01% 804
2025
Q1 		$631K Sell
2,591
-52
-2% -$13.1K 0.01% 772
2024
Q4 		$674K Buy
2,643
+535
+25% +$143K 0.01% 736
2024
Q3 		$619K Sell
2,108
-503
-19% -$142K 0.01% 778
2024
Q2 		$633K Sell
2,611
-691
-21% -$165K 0.01% 799
2024
Q1 		$883K Sell
3,302
-51
-2% -$13K 0.01% 731
2023
Q4 		$829K Sell
3,353
-32
-0.9% -$6.49K 0.01% 728
2023
Q3 		$620K Buy
3,385
+182
+6% +$37.2K 0.01% 796
2023
Q2 		$754K Sell
3,203
-31
-1% -$6.53K 0.01% 601
2023
Q1 		$656K Sell
3,234
-2,331
-42% -$485K 0.01% 675
2022
Q4 		$1.08M Buy
5,565
+475
+9% +$86.8K 0.02% 483
2022
Q3 		$872K Buy
5,090
+87
+2% +$17K 0.02% 497
2022
Q2 		$913K Sell
5,003
-698
-12% -$140K 0.02% 489
2022
Q1 		$1.35M Buy
5,701
+310
+6% +$73K 0.02% 540
2021
Q4 		$1.58M Buy
5,391
+141
+3% +$39.3K 0.04% 294
2021
Q3 		$1.33M Buy
5,250
+834
+19% +$217K 0.03% 361
2021
Q2 		$1.06M Buy
+4,416
New +$987K 0.04% 329

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

Beacon Pointe Advisors's EFX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Equifax (EFX) stake by 216% in Q1 2026, buying an estimated $949K and bringing the position to 6,990 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #909.

Beacon Pointe Advisors first reported a position in EFX in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.58M in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Beacon Pointe Advisors held 6,990 shares of Equifax worth $1.26M as of Q1 2026.
  • Beacon Pointe Advisors bought 4,776 Equifax shares in Q1 2026, an estimated $949K.
  • Equifax made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #909 holding.
  • Beacon Pointe Advisors first reported a position in Equifax in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Equifax position peaked at $1.58M in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.