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Berkeley Inc’s Equifax EFX Stock Holding History

Berkeley Inc’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 		$5.58M Sell
30,963
-702
-2% -$139K 1.87% 22
2025
Q4 		$6.87M Buy
31,665
+612
+2% +$134K 2.18% 16
2025
Q3 		$7.97M Buy
31,053
+19,374
+166% +$4.87M 2.56% 12
2025
Q2 		$3.03M Buy
+11,679
New +$2.97M 1.09% 31

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

Berkeley Inc's EFX Position: Q1 2026 in Review

Berkeley Inc reduced its Equifax (EFX) stake by 2.2% in Q1 2026, selling an estimated $139K and leaving 30,963 shares worth $5.58M. The position accounts for 1.87% of the portfolio, ranked #22.

Berkeley Inc first reported a position in EFX in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.97M in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Berkeley Inc held 30,963 shares of Equifax worth $5.58M as of Q1 2026.
  • Berkeley Inc sold 702 Equifax shares in Q1 2026, an estimated $139K.
  • Equifax made up 1.87% of Berkeley Inc's portfolio in Q1 2026, its #22 holding.
  • Berkeley Inc first reported a position in Equifax in Q2 2025 and has held it in 4 quarters since.
  • Berkeley Inc's Equifax position peaked at $7.97M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.