Capstone Investment Advisors
EFX icon

Capstone Investment Advisors’s Equifax EFX Stock Holding History

Capstone 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
2025
Q1 		– Sell
-2,993
Closed -$763K – 1486
2024
Q4 		$763K Buy
2,993
+2,801
+1,459% +$751K ﹤0.01% 1159
2024
Q3 		$56.4K Sell
192
-794
-81% -$224K ﹤0.01% 1793
2024
Q2 		$239K Buy
986
+723
+275% +$172K ﹤0.01% 1699
2024
Q1 		$70.4K Buy
+263
New +$66.9K ﹤0.01% 2186
2023
Q4 		– Sell
-10,349
Closed -$2.1M – 2177
2023
Q3 		$1.9M Buy
10,349
+9,409
+1,001% +$1.92M 0.01% 744
2023
Q2 		$221K Sell
940
-157
-14% -$33K ﹤0.01% 1507
2023
Q1 		$223K Buy
1,097
+733
+201% +$153K ﹤0.01% 1249
2022
Q4 		$70.7K Sell
364
-25,362
-99% -$4.63M ﹤0.01% 1433
2022
Q3 		$4.41M Buy
25,726
+9,594
+59% +$1.88M 0.03% 440
2022
Q2 		$2.95M Buy
16,132
+14,881
+1,190% +$2.98M 0.01% 610
2022
Q1 		$297K Buy
+1,251
New +$295K ﹤0.01% 1589
2021
Q4 		– Sell
-9,358
Closed -$2.61M – 1904
2021
Q3 		$2.37M Buy
+9,358
New +$2.43M ﹤0.01% 1132
2017
Q3 		– Sell
-4,722
Closed -$648K – 591
2017
Q2 		$648K Sell
4,722
-1,478
-24% -$203K 0.02% 379
2017
Q1 		$847K Buy
+6,200
New +$789K 0.02% 464

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's EFX Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 2,993 shares — an estimated $763K sold.

Capstone Investment Advisors first reported a position in EFX in Q1 2017 and held it in 14 quarters. The position peaked at $4.41M in Q3 2022. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,993 Equifax shares in Q1 2025, an estimated $763K.
  • Capstone Investment Advisors first reported a position in Equifax in Q1 2017 and held it in 14 quarters.
  • Capstone Investment Advisors's Equifax position peaked at $4.41M in Q3 2022.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.