CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Equifax EFX Stock Holding History

CAPTRUST Financial 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 		$4.24M Buy
23,562
+9,513
+68% +$1.89M 0.01% 839
2025
Q4 		$3.05M Sell
14,049
-77,230
-85% -$16.9M 0.01% 886
2025
Q3 		$23.4M Sell
91,279
-13,629
-13% -$3.43M 0.05% 287
2025
Q2 		$27.2M Sell
104,908
-777
-0.7% -$198K 0.06% 252
2025
Q1 		$25.7M Buy
105,685
+93,125
+741% +$23.4M 0.06% 244
2024
Q4 		$3.2M Buy
12,560
+926
+8% +$248K 0.01% 683
2024
Q3 		$3.42M Buy
11,634
+26
+0.2% +$7.33K 0.01% 645
2024
Q2 		$2.81M Sell
11,608
-363
-3% -$86.6K 0.01% 681
2024
Q1 		$3.2M Sell
11,971
-4,042
-25% -$1.03M 0.01% 631
2023
Q4 		$3.96M Sell
16,013
-2,888
-15% -$586K 0.01% 636
2023
Q3 		$3.46M Sell
18,901
-11,013
-37% -$2.25M 0.01% 650
2023
Q2 		$13M Buy
29,914
+15,022
+101% +$3.16M 0.05% 271
2023
Q1 		$3.02M Sell
14,892
-273
-2% -$56.8K 0.01% 614
2022
Q4 		$2.95M Buy
15,165
+77
+0.5% +$14.1K 0.01% 594
2022
Q3 		$2.59M Buy
15,088
+830
+6% +$163K 0.02% 586
2022
Q2 		$2.61M Buy
14,258
+1,438
+11% +$288K 0.02% 532
2022
Q1 		$3.04M Buy
12,820
+1,070
+9% +$252K 0.02% 485
2021
Q4 		$3.44M Sell
11,750
-70
-0.6% -$19.5K 0.02% 445
2021
Q3 		$3M Buy
11,820
+268
+2% +$69.7K 0.02% 428
2021
Q2 		$2.77M Buy
11,552
+1,129
+11% +$252K 0.03% 418
2021
Q1 		$1.89M Buy
10,423
+1,154
+12% +$204K 0.02% 483
2020
Q4 		$1.79M Buy
9,269
+63
+0.7% +$10.6K 0.02% 435
2020
Q3 		$1.46M Buy
9,206
+500
+6% +$81.9K 0.02% 403
2020
Q2 		$1.51M Buy
8,706
+62
+0.7% +$9.19K 0.02% 406
2020
Q1 		$981K Sell
8,644
-514
-6% -$74.8K 0.02% 418
2019
Q4 		$1.3M Buy
9,158
+8,972
+4,824% +$1.24M 0.02% 450
2019
Q3 		$26K Buy
186
+53
+40% +$7.47K ﹤0.01% 1219
2019
Q2 		$18K Buy
133
+13
+11% +$1.63K ﹤0.01% 1303
2019
Q1 		$14K Buy
+120
New +$12.8K ﹤0.01% 1288

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

CAPTRUST Financial Advisors's EFX Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Equifax (EFX) stake by 68% in Q1 2026, buying an estimated $1.89M and bringing the position to 23,562 shares worth $4.24M. The position accounts for 0.01% of the portfolio, ranked #839.

CAPTRUST Financial Advisors first reported a position in EFX in Q1 2019 and has held it in 29 quarters since. The position peaked at $27.2M in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • CAPTRUST Financial Advisors held 23,562 shares of Equifax worth $4.24M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 9,513 Equifax shares in Q1 2026, an estimated $1.89M.
  • Equifax made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #839 holding.
  • CAPTRUST Financial Advisors first reported a position in Equifax in Q1 2019 and has held it in 29 quarters since.
  • CAPTRUST Financial Advisors's Equifax position peaked at $27.2M in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.