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
Q2 		$3.72M Sell
23,417
-4,596
-16% -$783K ﹤0.01% 1830
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cetera Investment Advisers's EFX Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Equifax (EFX) stake by 16% in Q2 2026, selling an estimated $783K and leaving 23,417 shares worth $3.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Cetera Investment Advisers first reported a position in EFX in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.84M in Q3 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Cetera Investment Advisers held 23,417 shares of Equifax worth $3.72M as of Q2 2026.
  • Cetera Investment Advisers sold 4,596 Equifax shares in Q2 2026, an estimated $783K.
  • Equifax made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1830 holding.
  • Cetera Investment Advisers first reported a position in Equifax in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Equifax position peaked at $6.84M in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.