CQS
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Credential Qtrade Securities’s Equifax EFX Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$500K Buy
+1,868
New +$475K 0.03% 199
2020
Q1 		– Sell
-78
Closed -$10.9K – 310
2019
Q4 		$10.9K Buy
+78
New +$10.8K ﹤0.01% 263
2018
Q4 		– Sell
-617
Closed -$80.6K – 277
2018
Q3 		$80.6K Buy
+617
New +$80.4K 0.02% 215

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credential Qtrade Securities's EFX Position: Q1 2024 in Review

Credential Qtrade Securities opened a new position in Equifax (EFX) in Q1 2024: 1,868 shares worth $500K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings. This is a return to the name: Credential Qtrade Securities previously reported a position in EFX as recently as Q4 2019.

Credential Qtrade Securities first reported a position in EFX in Q3 2018 and has held it in 3 quarters since. 766 funds tracked by Wall St. Rank hold EFX as of Q1 2024.

  • Credential Qtrade Securities held 1,868 shares of Equifax worth $500K as of Q1 2024.
  • Equifax was a new Credential Qtrade Securities position in Q1 2024.
  • Equifax made up 0.03% of Credential Qtrade Securities's portfolio in Q1 2024, its #199 holding.
  • Credential Qtrade Securities first reported a position in Equifax in Q3 2018 and has held it in 3 quarters since.
  • 766 funds tracked by Wall St. Rank held Equifax as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.