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Clearstead Advisors’s Equifax EFX Stock Holding History

Clearstead 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 		$417K Sell
2,627
-263
-9% -$44.8K ﹤0.01% 816
2026
Q1 		$520K Buy
2,890
+498
+21% +$98.9K ﹤0.01% 702
2025
Q4 		$519K Buy
2,392
+321
+15% +$70.3K 0.01% 644
2025
Q3 		$531K Sell
2,071
-107
-5% -$26.9K 0.01% 617
2025
Q2 		$565K Buy
2,178
+188
+9% +$47.8K 0.01% 581
2025
Q1 		$485K Sell
1,990
-940
-32% -$236K 0.01% 584
2024
Q4 		$747K Buy
2,930
+12
+0.4% +$3.21K 0.01% 479
2024
Q3 		$857K Sell
2,918
-60
-2% -$16.9K 0.01% 447
2024
Q2 		$722K Buy
2,978
+2,794
+1,518% +$667K 0.01% 464
2024
Q1 		$45K Sell
184
-17
-8% -$4.33K ﹤0.01% 790
2023
Q4 		$49.7K Sell
201
-345
-63% -$70K ﹤0.01% 737
2023
Q3 		$100K Buy
546
+273
+100% +$55.7K ﹤0.01% 727
2023
Q2 		$64.2K Sell
273
-2
-0.7% -$421 ﹤0.01% 678
2023
Q1 		$55.8K Sell
275
-21
-7% -$4.37K ﹤0.01% 644
2022
Q4 		$57.5K Sell
296
-28
-9% -$5.12K ﹤0.01% 604
2022
Q3 		$56K Sell
324
-33
-9% -$6.46K 0.01% 590
2022
Q2 		$65K Sell
357
-87
-20% -$17.4K 0.01% 570
2022
Q1 		$105K Hold
444
– – 0.01% 539
2021
Q4 		$130K Buy
444
+4
+0.9% +$1.11K 0.01% 470
2021
Q3 		$112K Buy
440
+362
+464% +$94.1K 0.01% 460
2021
Q2 		$19K Buy
78
+8
+11% +$1.79K ﹤0.01% 708
2021
Q1 		$13K Hold
70
– – ﹤0.01% 744
2020
Q4 		$13K Hold
70
– – ﹤0.01% 683
2020
Q3 		$11K Hold
70
– – ﹤0.01% 651
2020
Q2 		$12K Sell
70
-15
-18% -$2.22K ﹤0.01% 578
2020
Q1 		$10K Buy
+85
New +$12.4K ﹤0.01% 575

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

Clearstead Advisors's EFX Position: Q2 2026 in Review

Clearstead Advisors reduced its Equifax (EFX) stake by 9.1% in Q2 2026, selling an estimated $44.8K and leaving 2,627 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Clearstead Advisors first reported a position in EFX in Q1 2020 and has held it in 26 quarters since. The position peaked at $857K in Q3 2024. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Clearstead Advisors held 2,627 shares of Equifax worth $417K as of Q2 2026.
  • Clearstead Advisors sold 263 Equifax shares in Q2 2026, an estimated $44.8K.
  • Equifax made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #816 holding.
  • Clearstead Advisors first reported a position in Equifax in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Equifax position peaked at $857K in Q3 2024.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.