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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
Q1 		$349K Buy
+1,937
New +$385K 0.15% 142

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

Caerus Investment Advisors's EFX Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Equifax (EFX) in Q1 2026: 1,937 shares worth $349K. The stake represents 0.15% of the portfolio and ranks #142 among its holdings.

870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Caerus Investment Advisors held 1,937 shares of Equifax worth $349K as of Q1 2026.
  • Equifax was a new Caerus Investment Advisors position in Q1 2026.
  • Equifax made up 0.15% of Caerus Investment Advisors's portfolio in Q1 2026, its #142 holding.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.