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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
Q2 		$31.7K Buy
+200
New +$34.1K 0.01% 616
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 $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 $3.38T AUM 44.17% 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

Cape Investment Advisory's EFX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Equifax (EFX) in Q2 2026: 200 shares worth $31.7K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EFX as recently as Q4 2025.

Cape Investment Advisory first reported a position in EFX in Q1 2023 and has held it in 13 quarters since. The position peaked at $62.9K in Q3 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Cape Investment Advisory held 200 shares of Equifax worth $31.7K as of Q2 2026.
  • Equifax was a new Cape Investment Advisory position in Q2 2026.
  • Equifax made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #616 holding.
  • Cape Investment Advisory first reported a position in Equifax in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Equifax position peaked at $62.9K in Q3 2024.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.