CCA
EFX icon

Checchi Capital Advisers’s Equifax EFX Stock Holding History

Checchi Capital 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 		– Sell
-1,160
Closed -$209K – 629
2026
Q1 		$209K Buy
+1,160
New +$230K 0.01% 576
2025
Q4 		– Sell
-908
Closed -$233K – 559
2025
Q3 		$233K Hold
908
– – 0.01% 501
2025
Q2 		$236K Sell
908
-170
-16% -$43.2K 0.01% 519
2025
Q1 		$263K Buy
1,078
+140
+15% +$35.2K 0.01% 492
2024
Q4 		$239K Buy
938
+7
+0.8% +$1.88K 0.01% 498
2024
Q3 		$274K Sell
931
-10
-1% -$2.82K 0.02% 467
2024
Q2 		$228K Sell
941
-6
-0.6% -$1.43K 0.01% 502
2024
Q1 		$253K Buy
947
+33
+4% +$8.4K 0.02% 480
2023
Q4 		$226K Buy
+914
New +$185K 0.02% 500
2023
Q3 		– Sell
-1,121
Closed -$264K – 553
2023
Q2 		$264K Buy
1,121
+11
+1% +$2.31K 0.02% 465
2023
Q1 		$225K Sell
1,110
-59
-5% -$12.3K 0.02% 505
2022
Q4 		$227K Sell
1,169
-137
-10% -$25K 0.02% 482
2022
Q3 		$224K Buy
1,306
+60
+5% +$11.8K 0.02% 477
2022
Q2 		$260K Buy
1,246
+134
+12% +$26.8K 0.02% 467
2022
Q1 		$264K Buy
1,112
+23
+2% +$5.42K 0.02% 439
2021
Q4 		$319K Buy
1,089
+46
+4% +$12.8K 0.03% 372
2021
Q3 		$264K Sell
1,043
-472
-31% -$123K 0.03% 407
2021
Q2 		$363K Buy
1,515
+120
+9% +$26.8K 0.04% 311
2021
Q1 		$253K Buy
1,395
+336
+32% +$59.4K 0.03% 419
2020
Q4 		$204K Buy
+1,059
New +$178K 0.02% 461
2020
Q3 		– Sell
-1,235
Closed -$212K – 468
2020
Q2 		$212K Buy
+1,235
New +$183K 0.03% 395
2016
Q3 		– Sell
-956
Closed -$123K – 637
2016
Q2 		$123K Buy
956
+118
+14% +$14.3K 0.01% 501
2016
Q1 		$96K Buy
+838
New +$88.2K 0.02% 603

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 $3.38T AUM 44.17% 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

Checchi Capital Advisers's EFX Position: Q2 2026 in Review

Checchi Capital Advisers sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,160 shares — an estimated $209K sold.

Checchi Capital Advisers first reported a position in EFX in Q1 2016 and held it in 23 quarters. The position peaked at $363K in Q2 2021. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Checchi Capital Advisers reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,160 Equifax shares in Q2 2026, an estimated $209K.
  • Checchi Capital Advisers first reported a position in Equifax in Q1 2016 and held it in 23 quarters.
  • Checchi Capital Advisers's Equifax position peaked at $363K in Q2 2021.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.