Core Alternative Capital’s Equifax EFX Stock Holding History

Core Alternative Capital’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
2025 Q4	–	Sell	-5	Closed	-$1.28K	–	256
2025 Q3	$1.28K	Hold	5	–	–	﹤0.01%	281
2025 Q2	$1.3K	Hold	5	–	–	﹤0.01%	273
2025 Q1	$1.22K	Hold	5	–	–	﹤0.01%	273
2024 Q4	$1.27K	Buy	5 +1	+25%	+$268	﹤0.01%	291
2024 Q3	$1.18K	Hold	4	–	–	﹤0.01%	302
2024 Q2	$970	Hold	4	–	–	﹤0.01%	311
2024 Q1	$1.07K	Sell	4 -33	-89%	-$8.4K	﹤0.01%	303
2023 Q4	$9.16K	Sell	37 -7	-16%	-$1.42K	﹤0.01%	312
2023 Q3	$8.07K	Hold	44	–	–	﹤0.01%	341
2023 Q2	$10.4K	Buy	44 +4	+10%	+$842	﹤0.01%	313
2023 Q1	$8.12K	Buy	40 +10	+33%	+$2.08K	﹤0.01%	336
2022 Q4	$5.84K	Hold	30	–	–	﹤0.01%	344
2022 Q3	$5K	Hold	30	–	–	﹤0.01%	360
2022 Q2	$5K	Buy	30 +6	+25%	+$1.2K	﹤0.01%	364
2022 Q1	$6K	Buy	24 +17	+243%	+$4.01K	﹤0.01%	326
2021 Q4	$2K	Buy	+7	New	+$1.95K	﹤0.01%	295

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Core Alternative Capital's EFX Position: Q4 2025 in Review

Core Alternative Capital sold out of Equifax (EFX) in Q4 2025, closing a stake of 5 shares — an estimated $1.28K sold.

Core Alternative Capital first reported a position in EFX in Q4 2021 and held it in 16 quarters. The position peaked at $10.4K in Q2 2023. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Core Alternative Capital reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Core Alternative Capital sold 5 Equifax shares in Q4 2025, an estimated $1.28K.
Core Alternative Capital first reported a position in Equifax in Q4 2021 and held it in 16 quarters.
Core Alternative Capital's Equifax position peaked at $10.4K in Q2 2023.
896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Core Alternative Capital's 13F filing for Q4 2025, filed 2 Feb 2026.