Capital Advisors Ltd’s Equifax EFX Stock Holding History

Capital Advisors Ltd’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	$13K	Sell	82 -31	-27%	-$5.28K	﹤0.01%	791
2026 Q1	$20K	Sell	113 -6	-5%	-$1.19K	﹤0.01%	668
2025 Q4	$26K	Hold	119	–	–	﹤0.01%	607
2025 Q3	$31K	Hold	119	–	–	﹤0.01%	565
2025 Q2	$31K	Buy	119 +1	+0.8%	+$254	﹤0.01%	557
2025 Q1	$29K	Hold	118	–	–	﹤0.01%	559
2024 Q4	$30K	Sell	118 -6	-5%	-$1.61K	﹤0.01%	549
2024 Q3	$36K	Buy	124 +4	+3%	+$1.13K	﹤0.01%	511
2024 Q2	$29K	Buy	120 +7	+6%	+$1.67K	﹤0.01%	538
2024 Q1	$30K	Buy	113 +1	+0.9%	+$254	﹤0.01%	515
2023 Q4	$28K	Hold	112	–	–	﹤0.01%	512
2023 Q3	$21K	Hold	112	–	–	﹤0.01%	546
2023 Q2	$26K	Buy	112 +82	+273%	+$17.3K	﹤0.01%	527
2023 Q1	$6K	Sell	30 -82	-73%	-$17.1K	﹤0.01%	641
2022 Q4	$6K	Buy	+112	New	+$20.5K	﹤0.01%	622
2022 Q1	–	Sell	-3	Closed	-$1K	–	976
2021 Q4	$1K	Buy	+3	New	+$835	﹤0.01%	651

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisors Ltd's EFX Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Equifax (EFX) stake by 27% in Q2 2026, selling an estimated $5.28K and leaving 82 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Capital Advisors Ltd first reported a position in EFX in Q4 2021 and has held it in 16 quarters since. The position peaked at $36K in Q3 2024. 160 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Capital Advisors Ltd held 82 shares of Equifax worth $13K as of Q2 2026.
Capital Advisors Ltd sold 31 Equifax shares in Q2 2026, an estimated $5.28K.
Equifax made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #791 holding.
Capital Advisors Ltd first reported a position in Equifax in Q4 2021 and has held it in 16 quarters since.
Capital Advisors Ltd's Equifax position peaked at $36K in Q3 2024.
160 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.