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CoreCap Advisors’s Equifax EFX Stock Holding History

CoreCap 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 		$11.7K Sell
74
-2
-3% -$341 ﹤0.01% 2006
2026
Q1 		$13.7K Buy
76
+43
+130% +$8.54K ﹤0.01% 1832
2025
Q4 		$7.16K Buy
33
+6
+22% +$1.31K ﹤0.01% 2087
2025
Q3 		$6.93K Sell
27
-11
-29% -$2.77K ﹤0.01% 2084
2025
Q2 		$9.86K Buy
38
+13
+52% +$3.31K ﹤0.01% 1878
2025
Q1 		$6.09K Buy
25
+11
+79% +$2.77K ﹤0.01% 2031
2024
Q4 		$3.57K Buy
+14
New +$3.75K ﹤0.01% 2061

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CoreCap Advisors's EFX Position: Q2 2026 in Review

CoreCap Advisors reduced its Equifax (EFX) stake by 2.6% in Q2 2026, selling an estimated $341 and leaving 74 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

CoreCap Advisors first reported a position in EFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7K in Q1 2026. 145 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • CoreCap Advisors held 74 shares of Equifax worth $11.7K as of Q2 2026.
  • CoreCap Advisors sold 2 Equifax shares in Q2 2026, an estimated $341.
  • Equifax made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2006 holding.
  • CoreCap Advisors first reported a position in Equifax in Q4 2024 and has held it in 7 quarters since.
  • CoreCap Advisors's Equifax position peaked at $13.7K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.