CAL
EFX icon

Capital Analysts LLC’s Equifax EFX Stock Holding History

Capital Analysts LLC’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 		$1K Hold
4
– – ﹤0.01% 1494
2025
Q4 		$1K Hold
4
– – ﹤0.01% 1444
2025
Q3 		$1K Hold
4
– – ﹤0.01% 1402
2025
Q2 		$1K Sell
4
-3
-43% -$763 ﹤0.01% 1342
2025
Q1 		$2K Hold
7
– – ﹤0.01% 1304
2024
Q4 		$2K Sell
7
-4
-36% -$1.07K ﹤0.01% 1219
2024
Q3 		$3K Buy
11
+7
+175% +$1.97K ﹤0.01% 1175
2024
Q2 		$1K Buy
+4
New +$954 ﹤0.01% 1142
2022
Q4 		– Sell
-17
Closed -$3K – 1089
2022
Q3 		$3K Buy
+17
New +$3.33K ﹤0.01% 946
2017
Q3 		– Sell
-22,024
Closed -$3.03M – 454
2017
Q2 		$3.03M Buy
22,024
+937
+4% +$129K 0.43% 52
2017
Q1 		$2.88M Buy
21,087
+312
+2% +$39.7K 0.45% 43
2016
Q4 		$2.46M Buy
20,775
+1,390
+7% +$170K 0.43% 67
2016
Q3 		$2.61M Buy
19,385
+1,634
+9% +$217K 0.49% 53
2016
Q2 		$2.28M Sell
17,751
-393
-2% -$47.6K 0.46% 61
2016
Q1 		$2.07M Sell
18,144
-293
-2% -$30.8K 0.42% 63
2015
Q4 		$2.05M Sell
18,437
-18,763
-50% -$2.03M 0.42% 59
2015
Q3 		$3.62M Buy
37,200
+17,837
+92% +$1.77M 0.69% 32
2015
Q2 		$1.88M Buy
19,363
+592
+3% +$57.7K 0.38% 61
2015
Q1 		$1.75M Sell
18,771
-469
-2% -$41.6K 0.36% 61
2014
Q4 		$1.56M Sell
19,240
-473
-2% -$36.6K 0.34% 66
2014
Q3 		$1.47M Sell
19,713
-305
-2% -$23.2K 0.35% 71
2014
Q2 		$1.45M Buy
20,018
+354
+2% +$24.8K 0.35% 79
2014
Q1 		$1.34M Sell
19,664
-258
-1% -$18K 0.35% 80
2013
Q4 		$1.38M Buy
19,922
+2,237
+13% +$145K 0.37% 71
2013
Q3 		$1.06M Buy
17,685
+487
+3% +$30K 0.32% 79
2013
Q2 		$1.01M Buy
+17,198
New +$1.04M 0.32% 78

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

Capital Analysts LLC's EFX Position: Q1 2026 in Review

Capital Analysts LLC held its Equifax (EFX) position steady in Q1 2026 at 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Capital Analysts LLC first reported a position in EFX in Q2 2013 and has held it in 26 quarters since. The position peaked at $3.62M in Q3 2015. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Capital Analysts LLC held 4 shares of Equifax worth $1K as of Q1 2026.
  • Capital Analysts LLC left its Equifax share count unchanged in Q1 2026.
  • Equifax made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1494 holding.
  • Capital Analysts LLC first reported a position in Equifax in Q2 2013 and has held it in 26 quarters since.
  • Capital Analysts LLC's Equifax position peaked at $3.62M in Q3 2015.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.