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Coldstream Capital Management’s Equifax EFX Stock Holding History

Coldstream Capital Management’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 		$477K Buy
2,650
+216
+9% +$42.9K 0.01% 747
2025
Q4 		$528K Buy
2,434
+901
+59% +$197K 0.01% 702
2025
Q3 		$393K Buy
1,533
+115
+8% +$28.9K 0.01% 827
2025
Q2 		$368K Sell
1,418
-633
-31% -$161K 0.01% 786
2025
Q1 		$500K Buy
2,051
+330
+19% +$82.9K 0.01% 598
2024
Q4 		$439K Sell
1,721
-144
-8% -$38.6K 0.01% 659
2024
Q3 		$540K Buy
1,865
+728
+64% +$205K 0.01% 581
2024
Q2 		$276K Sell
1,137
-376
-25% -$89.7K 0.01% 790
2024
Q1 		$405K Buy
1,513
+61
+4% +$15.5K 0.01% 639
2023
Q4 		$359K Buy
+1,452
New +$295K 0.01% 639
2023
Q3 		– Sell
-1,185
Closed -$279K – 812
2023
Q2 		$279K Sell
1,185
-100
-8% -$21K 0.01% 656
2023
Q1 		$261K Sell
1,285
-2
-0.2% -$416 0.01% 669
2022
Q4 		$250K Buy
+1,287
New +$235K 0.01% 687
2022
Q2 		– Sell
-995
Closed -$236K – 791
2022
Q1 		$236K Sell
995
-73
-7% -$17.2K 0.01% 677
2021
Q4 		$313K Buy
+1,068
New +$297K 0.01% 595

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

Coldstream Capital Management's EFX Position: Q1 2026 in Review

Coldstream Capital Management increased its Equifax (EFX) stake by 8.9% in Q1 2026, buying an estimated $42.9K and bringing the position to 2,650 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #747.

Coldstream Capital Management first reported a position in EFX in Q4 2021 and has held it in 15 quarters since. The position peaked at $540K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Coldstream Capital Management held 2,650 shares of Equifax worth $477K as of Q1 2026.
  • Coldstream Capital Management bought 216 Equifax shares in Q1 2026, an estimated $42.9K.
  • Equifax made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #747 holding.
  • Coldstream Capital Management first reported a position in Equifax in Q4 2021 and has held it in 15 quarters since.
  • Coldstream Capital Management's Equifax position peaked at $540K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.