Cerity Partners’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.84M | Buy |
49,115
+33,247
| +210% | +$6.6M | 0.01% | 759 |
|
|
2025
Q4 | $3.44M | Buy |
15,868
+306
| +2% | +$67K | 0.01% | 1103 |
|
|
2025
Q3 | $3.99M | Buy |
15,562
+1,774
| +13% | +$446K | 0.01% | 963 |
|
|
2025
Q2 | $3.58M | Sell |
13,788
-541
| -4% | -$138K | 0.01% | 963 |
|
|
2025
Q1 | $3.49M | Sell |
14,329
-1,746
| -11% | -$439K | 0.01% | 872 |
|
|
2024
Q4 | $4.49M | Sell |
16,075
-437
| -3% | -$117K | 0.01% | 754 |
|
|
2024
Q3 | $4.85M | Buy |
16,512
+1,704
| +12% | +$481K | 0.01% | 704 |
|
|
2024
Q2 | $3.59M | Sell |
14,808
-1,059
| -7% | -$253K | 0.01% | 711 |
|
|
2024
Q1 | $4.25M | Buy |
15,867
+10,150
| +178% | +$2.58M | 0.01% | 694 |
|
|
2023
Q4 | $1.41M | Buy |
5,717
+3,123
| +120% | +$633K | ﹤0.01% | 876 |
|
|
2023
Q3 | $475K | Sell |
2,594
-3,145
| -55% | -$642K | ﹤0.01% | 995 |
|
|
2023
Q2 | $1.35M | Buy |
5,739
+977
| +21% | +$206K | 0.01% | 831 |
|
|
2023
Q1 | $5.24M | Buy |
4,762
+1,710
| +56% | +$356K | 0.01% | 486 |
|
|
2022
Q4 | $597K | Buy |
3,052
+758
| +33% | +$139K | ﹤0.01% | 862 |
|
|
2022
Q3 | $393K | Sell |
2,294
-179
| -7% | -$35.1K | ﹤0.01% | 795 |
|
|
2022
Q2 | $452K | Sell |
2,473
-654
| -21% | -$131K | 0.01% | 775 |
|
|
2022
Q1 | $532K | Buy |
3,127
+1,337
| +75% | +$315K | 0.01% | 577 |
|
|
2021
Q4 | $524K | Buy |
1,790
+425
| +31% | +$118K | 0.01% | 579 |
|
|
2021
Q3 | $346K | Buy |
1,365
+131
| +11% | +$34K | 0.01% | 541 |
|
|
2021
Q2 | $296K | Sell |
1,234
-54
| -4% | -$12.1K | 0.01% | 580 |
|
|
2021
Q1 | $233K | Sell |
1,288
-10
| -0.8% | -$1.77K | 0.01% | 619 |
|
|
2020
Q4 | $250K | Buy |
+1,298
| New | +$218K | 0.01% | 556 |
|
|
2019
Q2 | – | Sell |
-1,998
| Closed | -$237K | – | 509 |
|
|
2019
Q1 | $237K | Sell |
1,998
-891
| -31% | -$95.1K | 0.02% | 462 |
|
|
2018
Q4 | $269K | Sell |
2,889
-66
| -2% | -$7.03K | 0.02% | 425 |
|
|
2018
Q3 | $386K | Buy |
2,955
+822
| +39% | +$107K | 0.03% | 374 |
|
|
2018
Q2 | $267K | Buy |
2,133
+325
| +18% | +$38.5K | 0.02% | 448 |
|
|
2018
Q1 | $213K | Sell |
1,808
-47
| -3% | -$5.64K | 0.02% | 493 |
|
|
2017
Q4 | $219K | Buy |
+1,855
| New | +$209K | 0.01% | 512 |
|
|
2017
Q3 | – | Sell |
-6,825
| Closed | -$528K | – | 568 |
|
|
2017
Q2 | $528K | Buy |
6,825
+5,249
| +333% | +$720K | 0.04% | 226 |
|
|
2017
Q1 | $216K | Buy |
+1,576
| New | +$200K | 0.02% | 406 |
|
Other funds holding EFX
VCM
VPM
SCP
Cerity Partners's EFX Position: Q1 2026 in Review
Cerity Partners increased its Equifax (EFX) stake by 210% in Q1 2026, buying an estimated $6.6M and bringing the position to 49,115 shares worth $8.84M. The position accounts for 0.01% of the portfolio, ranked #759.
Cerity Partners first reported a position in EFX in Q1 2017 and has held it in 30 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- Cerity Partners held 49,115 shares of Equifax worth $8.84M as of Q1 2026.
- Cerity Partners bought 33,247 Equifax shares in Q1 2026, an estimated $6.6M.
- Equifax made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #759 holding.
- Cerity Partners first reported a position in Equifax in Q1 2017 and has held it in 30 quarters since.
- 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.