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Concurrent Investment Advisors’s Equifax EFX Stock Holding History

Concurrent 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 		$523K Buy
3,296
+472
+17% +$80.5K ﹤0.01% 1377
2026
Q1 		$509K Buy
2,824
+16
+0.6% +$3.18K 0.01% 1208
2025
Q4 		$609K Buy
2,808
+1,302
+86% +$285K 0.01% 1060
2025
Q3 		$386K Buy
1,506
+105
+7% +$26.4K 0.01% 1037
2025
Q2 		$363K Buy
1,401
+73
+5% +$18.6K 0.01% 973
2025
Q1 		$323K Buy
1,328
+529
+66% +$133K 0.01% 892
2024
Q4 		$204K Buy
799
+46
+6% +$12.3K 0.01% 990
2024
Q3 		$221K Buy
+753
New +$212K 0.01% 900

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

Concurrent Investment Advisors's EFX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Equifax (EFX) stake by 17% in Q2 2026, buying an estimated $80.5K and bringing the position to 3,296 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Concurrent Investment Advisors first reported a position in EFX in Q3 2024 and has held it in 8 quarters since. The position peaked at $609K in Q4 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Concurrent Investment Advisors held 3,296 shares of Equifax worth $523K as of Q2 2026.
  • Concurrent Investment Advisors bought 472 Equifax shares in Q2 2026, an estimated $80.5K.
  • Equifax made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1377 holding.
  • Concurrent Investment Advisors first reported a position in Equifax in Q3 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's Equifax position peaked at $609K in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.