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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
Q2 		– Sell
-4
Closed -$1K – 1557
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 $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

Capital Analysts LLC's EFX Position: Q2 2026 in Review

Capital Analysts LLC sold out of Equifax (EFX) in Q2 2026, closing a stake of 4 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in EFX in Q2 2013 and held it in 26 quarters. The position peaked at $3.62M in Q3 2015. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Capital Analysts LLC reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 4 Equifax shares in Q2 2026, an estimated $1K.
  • Capital Analysts LLC first reported a position in Equifax in Q2 2013 and held it in 26 quarters.
  • Capital Analysts LLC's Equifax position peaked at $3.62M in Q3 2015.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.