Biltmore Family Office’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.23M | Buy |
23,482
+56
| +0.2% | +$11.1K | 0.59% | 36 |
|
|
2025
Q4 | $5.08M | Hold |
23,426
| – | – | 0.7% | 32 |
|
|
2025
Q3 | $6.01M | Buy |
23,426
+5,750
| +33% | +$1.45M | 0.86% | 19 |
|
|
2025
Q2 | $4.58M | Sell |
17,676
-5,950
| -25% | -$1.51M | 0.77% | 21 |
|
|
2025
Q1 | $5.75M | Buy |
23,626
+5,750
| +32% | +$1.45M | 0.98% | 16 |
|
|
2024
Q4 | $4.56M | Sell |
17,876
-57
| -0.3% | -$15.3K | 0.77% | 22 |
|
|
2024
Q3 | $5.27M | Buy |
17,933
+5
| +0% | +$1.41K | 0.9% | 18 |
|
|
2024
Q2 | $4.35M | Hold |
17,928
| – | – | 0.8% | 19 |
|
|
2024
Q1 | $4.8M | Sell |
17,928
-600
| -3% | -$153K | 0.94% | 17 |
|
|
2023
Q4 | $4.58M | Sell |
18,528
-25
| -0.1% | -$5.07K | 0.94% | 15 |
|
|
2023
Q3 | $3.4M | Buy |
18,553
+125
| +0.7% | +$25.5K | 0.77% | 18 |
|
|
2023
Q2 | $4.34M | Sell |
18,428
-400
| -2% | -$84.2K | 0.92% | 14 |
|
|
2023
Q1 | $3.82M | Hold |
18,828
| – | – | 0.81% | 18 |
|
|
2022
Q4 | $3.66M | Hold |
18,828
| – | – | 0.75% | 22 |
|
|
2022
Q3 | $3.23M | Hold |
18,828
| – | – | 0.74% | 19 |
|
|
2022
Q2 | $3.44M | Hold |
18,828
| – | – | 0.86% | 22 |
|
|
2022
Q1 | $4.46M | Hold |
18,828
| – | – | 0.96% | 17 |
|
|
2021
Q4 | $5.51M | Sell |
18,828
-322
| -2% | -$89.6K | 1.05% | 14 |
|
|
2021
Q3 | $4.85M | Sell |
19,150
-850
| -4% | -$221K | 1.17% | 11 |
|
|
2021
Q2 | $4.79M | Sell |
20,000
-894
| -4% | -$200K | 1.36% | 9 |
|
|
2021
Q1 | $3.79M | Hold |
20,894
| – | – | 1.18% | 12 |
|
|
2020
Q4 | $4.03M | Sell |
20,894
-106
| -0.5% | -$17.8K | 1.21% | 10 |
|
|
2020
Q3 | $3.29M | Sell |
21,000
-900
| -4% | -$147K | 1.84% | 12 |
|
|
2020
Q2 | $3.76M | Sell |
21,900
-500
| -2% | -$74.1K | 2.27% | 10 |
|
|
2020
Q1 | $2.68M | Sell |
22,400
-715
| -3% | -$104K | 1.76% | 15 |
|
|
2019
Q4 | $3.24M | Hold |
23,115
| – | – | 1.3% | 24 |
|
|
2019
Q3 | $3.25M | Sell |
23,115
-1,885
| -8% | -$266K | 1.4% | 20 |
|
|
2019
Q2 | $3.38M | Sell |
25,000
-1,750
| -7% | -$219K | 1.83% | 17 |
|
|
2019
Q1 | $3.17M | Hold |
26,750
| – | – | 1.61% | 20 |
|
|
2018
Q4 | $2.49M | Hold |
26,750
| – | – | 1.41% | 21 |
|
|
2018
Q3 | $3.49M | Sell |
26,750
-1,000
| -4% | -$130K | 1.66% | 20 |
|
|
2018
Q2 | $3.47M | Sell |
27,750
-750
| -3% | -$88.9K | 1.73% | 16 |
|
|
2018
Q1 | $3.36M | Sell |
28,500
-1,000
| -3% | -$120K | 1.49% | 17 |
|
|
2017
Q4 | $3.48M | Buy |
+29,500
| New | +$3.32M | 1.57% | 19 |
|
Other funds holding EFX
VCM
VPM
SCP
Biltmore Family Office's EFX Position: Q1 2026 in Review
Biltmore Family Office increased its Equifax (EFX) stake by 0.24% in Q1 2026, buying an estimated $11.1K and bringing the position to 23,482 shares worth $4.23M. The position accounts for 0.59% of the portfolio, ranked #36.
Biltmore Family Office first reported a position in EFX in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.01M in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- Biltmore Family Office held 23,482 shares of Equifax worth $4.23M as of Q1 2026.
- Biltmore Family Office bought 56 Equifax shares in Q1 2026, an estimated $11.1K.
- Equifax made up 0.59% of Biltmore Family Office's portfolio in Q1 2026, its #36 holding.
- Biltmore Family Office first reported a position in Equifax in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's Equifax position peaked at $6.01M in Q3 2025.
- 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.