C
EFX icon

Covestor’s Equifax EFX Stock Holding History

Covestor’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 		$18K Sell
114
-178
-61% -$30.3K 0.01% 1213
2026
Q1 		$53K Buy
292
+227
+349% +$45.1K 0.04% 677
2025
Q4 		$14K Hold
65
– – 0.01% 1431
2025
Q3 		$17K Sell
65
-296
-82% -$74.4K 0.01% 1333
2025
Q2 		$94K Buy
361
+42
+13% +$10.7K 0.06% 593
2025
Q1 		$78K Buy
319
+250
+362% +$62.8K 0.05% 628
2024
Q4 		$18K Sell
69
-87
-56% -$23.3K 0.01% 1245
2024
Q3 		$46K Sell
156
-32
-17% -$9.03K 0.03% 906
2024
Q2 		$46K Buy
188
+123
+189% +$29.3K 0.03% 896
2024
Q1 		$17K Hold
65
– – 0.01% 1272
2023
Q4 		$16K Hold
65
– – 0.01% 1274
2023
Q3 		$12K Hold
65
– – 0.01% 1322
2023
Q2 		$15K Sell
65
-1
-2% -$210 0.01% 1256
2023
Q1 		$13K Hold
66
– – 0.01% 1177
2022
Q4 		$13K Sell
66
-7
-10% -$1.28K 0.01% 1193
2022
Q3 		$13K Sell
73
-226
-76% -$44.3K 0.01% 1149
2022
Q2 		$55K Sell
299
-38
-11% -$7.61K 0.04% 708
2022
Q1 		$80K Buy
337
+125
+59% +$29.5K 0.05% 637
2021
Q4 		$62K Buy
+212
New +$59K 0.09% 408

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

Covestor's EFX Position: Q2 2026 in Review

Covestor reduced its Equifax (EFX) stake by 61% in Q2 2026, selling an estimated $30.3K and leaving 114 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1213.

Covestor first reported a position in EFX in Q4 2021 and has held it in 19 quarters since. The position peaked at $94K in Q2 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Covestor held 114 shares of Equifax worth $18K as of Q2 2026.
  • Covestor sold 178 Equifax shares in Q2 2026, an estimated $30.3K.
  • Equifax made up 0.01% of Covestor's portfolio in Q2 2026, its #1213 holding.
  • Covestor first reported a position in Equifax in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Equifax position peaked at $94K in Q2 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.