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Cape Investment Advisory’s Equifax EFX Stock Holding History

Cape Investment Advisory’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 		– Sell
-226
Closed -$49K – 474
2025
Q4 		$49K Buy
226
+200
+769% +$43.8K 0.02% 418
2025
Q3 		$6.67K Sell
26
-195
-88% -$49K 0.01% 472
2025
Q2 		$57.3K Buy
221
+7
+3% +$1.78K 0.02% 354
2025
Q1 		$52.1K Hold
214
– – 0.02% 332
2024
Q4 		$54.5K Hold
214
– – 0.02% 321
2024
Q3 		$62.9K Buy
214
+14
+7% +$3.95K 0.03% 295
2024
Q2 		$48.5K Hold
200
– – 0.02% 299
2024
Q1 		$53.5K Sell
200
-12
-6% -$3.05K 0.03% 300
2023
Q4 		$52.4K Buy
212
+12
+6% +$2.43K 0.03% 340
2023
Q3 		$36.6K Hold
200
– – 0.02% 340
2023
Q2 		$47.1K Hold
200
– – 0.03% 293
2023
Q1 		$40.6K Buy
+200
New +$41.6K 0.02% 300

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

Cape Investment Advisory's EFX Position: Q1 2026 in Review

Cape Investment Advisory sold out of Equifax (EFX) in Q1 2026, closing a stake of 226 shares — an estimated $49K sold.

Cape Investment Advisory first reported a position in EFX in Q1 2023 and held it in 12 quarters. The position peaked at $62.9K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Cape Investment Advisory reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 226 Equifax shares in Q1 2026, an estimated $49K.
  • Cape Investment Advisory first reported a position in Equifax in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's Equifax position peaked at $62.9K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.