Cetera Investment Advisers
EFX icon

Cetera Investment Advisers’s Equifax EFX Stock Holding History

Cetera Investment Advisers’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 		$5.04M Buy
28,013
+3,901
+16% +$775K 0.01% 1493
2025
Q4 		$5.23M Sell
24,112
-2,566
-10% -$562K 0.01% 1436
2025
Q3 		$6.84M Buy
26,678
+10,169
+62% +$2.56M 0.01% 1195
2025
Q2 		$4.28M Buy
16,509
+941
+6% +$239K 0.01% 1291
2025
Q1 		$3.79M Sell
15,568
-563
-3% -$142K 0.01% 1292
2024
Q4 		$4.11M Sell
16,131
-309
-2% -$82.8K 0.01% 1154
2024
Q3 		$4.83M Buy
16,440
+551
+3% +$155K 0.01% 1020
2024
Q2 		$3.85M Sell
15,889
-1,126
-7% -$269K 0.01% 1143
2024
Q1 		$4.55M Buy
17,015
+11,002
+183% +$2.8M 0.01% 1036
2023
Q4 		$1.49M Buy
6,013
+230
+4% +$46.7K 0.01% 908
2023
Q3 		$1.06M Buy
5,783
+245
+4% +$50K 0.01% 1023
2023
Q2 		$1.3M Buy
5,538
+1,369
+33% +$288K 0.01% 956
2023
Q1 		$846K Sell
4,169
-552
-12% -$115K 0.01% 1117
2022
Q4 		$918K Buy
4,721
+1,883
+66% +$344K 0.01% 1037
2022
Q3 		$487K Buy
2,838
+1,007
+55% +$197K 0.01% 998
2022
Q2 		$335K Buy
1,831
+138
+8% +$27.6K 0.01% 1341
2022
Q1 		$401K Buy
1,693
+260
+18% +$61.3K 0.01% 1312
2021
Q4 		$420K Sell
1,433
-47
-3% -$13.1K 0.01% 1286
2021
Q3 		$375K Sell
1,480
-1,402
-49% -$364K 0.01% 1304
2021
Q2 		$690K Buy
2,882
+652
+29% +$146K 0.01% 941
2021
Q1 		$404K Sell
2,230
-1,401
-39% -$247K 0.01% 1093
2020
Q4 		$700K Buy
+3,631
New +$610K 0.01% 811

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

Cetera Investment Advisers's EFX Position: Q1 2026 in Review

Cetera Investment Advisers increased its Equifax (EFX) stake by 16% in Q1 2026, buying an estimated $775K and bringing the position to 28,013 shares worth $5.04M. The position accounts for 0.01% of the portfolio, ranked #1493.

Cetera Investment Advisers first reported a position in EFX in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.84M in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Cetera Investment Advisers held 28,013 shares of Equifax worth $5.04M as of Q1 2026.
  • Cetera Investment Advisers bought 3,901 Equifax shares in Q1 2026, an estimated $775K.
  • Equifax made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1493 holding.
  • Cetera Investment Advisers first reported a position in Equifax in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Equifax position peaked at $6.84M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.