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Caerus Investment Advisors’s Equifax EFX Stock Holding History

Caerus Investment 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
Q2 		$338K Buy
2,131
+194
+10% +$33.1K 0.11% 177
2026
Q1 		$349K Buy
+1,937
New +$385K 0.15% 142

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

Caerus Investment Advisors's EFX Position: Q2 2026 in Review

Caerus Investment Advisors increased its Equifax (EFX) stake by 10% in Q2 2026, buying an estimated $33.1K and bringing the position to 2,131 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #177.

Caerus Investment Advisors first reported a position in EFX in Q1 2026 and has held it in 2 quarters since. The position peaked at $349K in Q1 2026. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Caerus Investment Advisors held 2,131 shares of Equifax worth $338K as of Q2 2026.
  • Caerus Investment Advisors bought 194 Equifax shares in Q2 2026, an estimated $33.1K.
  • Equifax made up 0.11% of Caerus Investment Advisors's portfolio in Q2 2026, its #177 holding.
  • Caerus Investment Advisors first reported a position in Equifax in Q1 2026 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Equifax position peaked at $349K in Q1 2026.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.