Cary Street Partners Investment Advisory’s Equifax EFX Stock Holding History

Cary Street Partners Investment Advisory’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	$80K	Buy	504 +42	+9%	+$7.16K	0.02%	531
2026 Q1	$83.2K	Buy	462 +45	+11%	+$8.94K	0.02%	483
2025 Q4	$90.5K	Sell	417 -41	-9%	-$8.98K	0.02%	440
2025 Q3	$117K	Buy	458 +51	+13%	+$12.8K	0.05%	342
2025 Q2	$106K	Buy	407 +28	+7%	+$7.12K	0.05%	320
2025 Q1	$92.3K	Buy	379 +74	+24%	+$18.6K	0.05%	304
2024 Q4	$77.7K	Sell	305 -8,592	-97%	-$2.3M	0.05%	282
2024 Q3	$2.61M	Sell	8,897 -475	-5%	-$134K	0.1%	231
2024 Q2	$2.27M	Sell	9,372 -232	-2%	-$55.3K	0.09%	230
2024 Q1	$2.57M	Buy	9,604 +9	+0.1%	+$2.29K	0.11%	210
2023 Q4	$2.37M	Buy	9,595 +227	+2%	+$46K	0.11%	204
2023 Q3	$1.72M	Sell	9,368 -205	-2%	-$41.9K	0.09%	233
2023 Q2	$2.25M	Buy	9,573 +71	+0.7%	+$14.9K	0.14%	168
2023 Q1	$1.93M	Hold	9,502	–	–	0.14%	173
2022 Q4	$1.85M	Hold	9,502	–	–	0.14%	175
2022 Q3	$1.63M	Buy	9,502 +413	+5%	+$80.9K	0.13%	174
2022 Q2	$1.66M	Buy	+9,089	New	+$1.82M	0.14%	165

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's EFX Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Equifax (EFX) stake by 9.1% in Q2 2026, buying an estimated $7.16K and bringing the position to 504 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #531.

Cary Street Partners Investment Advisory first reported a position in EFX in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.61M in Q3 2024. 457 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Cary Street Partners Investment Advisory held 504 shares of Equifax worth $80K as of Q2 2026.
Cary Street Partners Investment Advisory bought 42 Equifax shares in Q2 2026, an estimated $7.16K.
Equifax made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #531 holding.
Cary Street Partners Investment Advisory first reported a position in Equifax in Q2 2022 and has held it in 17 quarters since.
Cary Street Partners Investment Advisory's Equifax position peaked at $2.61M in Q3 2024.
457 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.