Cherry Creek Investment Advisors’s Equifax EFX Stock Holding History

Cherry Creek Investment Advisors’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	-1,176	Closed	-$212K	–	129
2026 Q1	$212K	Buy	1,176 +3	+0.3%	+$596	0.09%	115
2025 Q4	$254K	Buy	1,173 +3	+0.3%	+$657	0.11%	99
2025 Q3	$300K	Buy	1,170 +2	+0.2%	+$503	0.13%	92
2025 Q2	$303K	Buy	1,168 +2	+0.2%	+$509	0.14%	89
2025 Q1	$284K	Buy	1,166 +2	+0.2%	+$503	0.15%	89
2024 Q4	$297K	Buy	1,164 +2	+0.2%	+$536	0.15%	88
2024 Q3	$341K	Buy	1,162 +1	+0.1%	+$282	0.18%	76
2024 Q2	$281K	Buy	1,161 +2	+0.2%	+$477	0.15%	85
2024 Q1	$310K	Buy	1,159 +2	+0.2%	+$509	0.17%	77
2023 Q4	$286K	Buy	1,157 +2	+0.2%	+$406	0.17%	77
2023 Q3	$212K	Buy	1,155 +2	+0.2%	+$408	0.14%	81
2023 Q2	$271K	Buy	1,153 +2	+0.2%	+$421	0.18%	71
2023 Q1	$233K	Buy	1,151 +2	+0.2%	+$416	0.17%	76
2022 Q4	$223K	Buy	+1,149	New	+$210K	0.17%	78
2022 Q3	–	Sell	-1,144	Closed	-$209K	–	91
2022 Q2	$209K	Buy	1,144 +3	+0.3%	+$600	0.17%	83
2022 Q1	$271K	Buy	1,141 +2	+0.2%	+$471	0.18%	85
2021 Q4	$334K	Buy	1,139 +1	+0.1%	+$278	0.21%	75
2021 Q3	$288K	Buy	1,138 +2	+0.2%	+$520	0.19%	81
2021 Q2	$272K	Buy	+1,136	New	+$254K	0.18%	87

Other funds holding EFX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cherry Creek Investment Advisors's EFX Position: Q2 2026 in Review

Cherry Creek Investment Advisors sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,176 shares — an estimated $212K sold.

Cherry Creek Investment Advisors first reported a position in EFX in Q2 2021 and held it in 19 quarters. The position peaked at $341K in Q3 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Cherry Creek Investment Advisors reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Cherry Creek Investment Advisors sold 1,176 Equifax shares in Q2 2026, an estimated $212K.
Cherry Creek Investment Advisors first reported a position in Equifax in Q2 2021 and held it in 19 quarters.
Cherry Creek Investment Advisors's Equifax position peaked at $341K in Q3 2024.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.