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Capital Investment Advisors’s Equifax EFX Stock Holding History

Capital Investment Advisors’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 		$1.05M Buy
5,827
+1,241
+27% +$246K 0.02% 331
2025
Q4 		$995K Buy
4,586
+166
+4% +$36.4K 0.02% 342
2025
Q3 		$1.13M Sell
4,420
-23
-0.5% -$5.78K 0.02% 314
2025
Q2 		$1.15M Buy
4,443
+1,072
+32% +$273K 0.02% 312
2025
Q1 		$821K Buy
3,371
+20
+0.6% +$5.03K 0.02% 350
2024
Q4 		$854K Buy
3,351
+75
+2% +$20.1K 0.02% 330
2024
Q3 		$963K Sell
3,276
-1,860
-36% -$525K 0.02% 303
2024
Q2 		$1.25M Sell
5,136
-469
-8% -$112K 0.03% 262
2024
Q1 		$1.5M Sell
5,605
-419
-7% -$107K 0.03% 232
2023
Q4 		$1.49M Buy
6,024
+2,941
+95% +$597K 0.04% 228
2023
Q3 		$565K Sell
3,083
-214
-6% -$43.7K 0.02% 333
2023
Q2 		$776K Sell
3,297
-29
-0.9% -$6.1K 0.02% 272
2023
Q1 		$675K Sell
3,326
-16
-0.5% -$3.33K 0.02% 306
2022
Q4 		$650K Sell
3,342
-77
-2% -$14.1K 0.02% 312
2022
Q3 		$586K Sell
3,419
-26
-0.8% -$5.09K 0.02% 314
2022
Q2 		$630K Buy
3,445
+13
+0.4% +$2.6K 0.02% 316
2022
Q1 		$814K Buy
3,432
+43
+1% +$10.1K 0.02% 299
2021
Q4 		$992K Sell
3,389
-65
-2% -$18.1K 0.03% 275
2021
Q3 		$875K Sell
3,454
-11
-0.3% -$2.86K 0.03% 287
2021
Q2 		$830K Buy
3,465
+78
+2% +$17.4K 0.03% 304
2021
Q1 		$614K Sell
3,387
-150
-4% -$26.5K 0.02% 325
2020
Q4 		$682K Sell
3,537
-71
-2% -$11.9K 0.03% 300
2020
Q3 		$566K Sell
3,608
-522
-13% -$85.5K 0.03% 300
2020
Q2 		$710K Sell
4,130
-2
-0% -$296 0.04% 269
2020
Q1 		$494K Sell
4,132
-134
-3% -$19.5K 0.03% 281
2019
Q4 		$598K Buy
4,266
+81
+2% +$11.2K 0.03% 295
2019
Q3 		$589K Sell
4,185
-358
-8% -$50.4K 0.03% 286
2019
Q2 		$614K Sell
4,543
-170
-4% -$21.3K 0.03% 277
2019
Q1 		$558K Sell
4,713
-75
-2% -$8.01K 0.03% 285
2018
Q4 		$446K Sell
4,788
-123
-3% -$13.1K 0.03% 305
2018
Q3 		$641K Sell
4,911
-110
-2% -$14.3K 0.04% 262
2018
Q2 		$628K Buy
5,021
+137
+3% +$16.2K 0.04% 255
2018
Q1 		$575K Buy
4,884
+306
+7% +$36.7K 0.04% 272
2017
Q4 		$540K Buy
4,578
+313
+7% +$35.2K 0.04% 282
2017
Q3 		$452K Buy
4,265
+1,070
+33% +$141K 0.03% 296
2017
Q2 		$439K Buy
3,195
+693
+28% +$95.1K 0.03% 298
2017
Q1 		$342K Buy
2,502
+39
+2% +$4.96K 0.03% 339
2016
Q4 		$291K Buy
2,463
+363
+17% +$44.4K 0.02% 354
2016
Q3 		$283K Buy
2,100
+1
+0% +$133 0.02% 345
2016
Q2 		$270K Buy
2,099
+138
+7% +$16.7K 0.03% 345
2016
Q1 		$224K Hold
1,961
– – 0.02% 368
2015
Q4 		$218K Buy
+1,961
New +$212K 0.02% 374

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 Investment Advisors's EFX Position: Q1 2026 in Review

Capital Investment Advisors increased its Equifax (EFX) stake by 27% in Q1 2026, buying an estimated $246K and bringing the position to 5,827 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #331.

Capital Investment Advisors first reported a position in EFX in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.5M in Q1 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Capital Investment Advisors held 5,827 shares of Equifax worth $1.05M as of Q1 2026.
  • Capital Investment Advisors bought 1,241 Equifax shares in Q1 2026, an estimated $246K.
  • Equifax made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #331 holding.
  • Capital Investment Advisors first reported a position in Equifax in Q4 2015 and has held it in 42 quarters since.
  • Capital Investment Advisors's Equifax position peaked at $1.5M in Q1 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.