CFO
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Callan Family Office’s Equifax EFX Stock Holding History

Callan Family Office’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 		$643K Buy
3,570
+276
+8% +$54.8K 0.01% 685
2025
Q4 		$715K Buy
3,294
+1,181
+56% +$259K 0.02% 657
2025
Q3 		$542K Sell
2,113
-417
-16% -$105K 0.02% 504
2025
Q2 		$656K Buy
+2,530
New +$644K 0.02% 502

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

Callan Family Office's EFX Position: Q1 2026 in Review

Callan Family Office increased its Equifax (EFX) stake by 8.4% in Q1 2026, buying an estimated $54.8K and bringing the position to 3,570 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #685.

Callan Family Office first reported a position in EFX in Q2 2025 and has held it in 4 quarters since. The position peaked at $715K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Callan Family Office held 3,570 shares of Equifax worth $643K as of Q1 2026.
  • Callan Family Office bought 276 Equifax shares in Q1 2026, an estimated $54.8K.
  • Equifax made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #685 holding.
  • Callan Family Office first reported a position in Equifax in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Equifax position peaked at $715K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.