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Cresset Asset Management’s Equifax EFX Stock Holding History

Cresset Asset Management’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
Q1 		$561K Sell
3,113
-384
-11% -$76.3K ﹤0.01% 1013
2025
Q4 		$759K Buy
3,497
+333
+11% +$72.9K ﹤0.01% 902
2025
Q3 		$812K Buy
3,164
+377
+14% +$94.8K ﹤0.01% 831
2025
Q2 		$723K Sell
2,787
-1,982
-42% -$504K ﹤0.01% 788
2025
Q1 		$1.16M Sell
4,769
-2,330
-33% -$586K 0.01% 720
2024
Q4 		$1.81M Sell
7,099
-8,886
-56% -$2.38M 0.01% 581
2024
Q3 		$4.7M Buy
15,985
+560
+4% +$158K 0.02% 468
2024
Q2 		$3.74M Buy
15,425
+2,281
+17% +$544K 0.02% 498
2024
Q1 		$3.52M Buy
13,144
+6,140
+88% +$1.56M 0.02% 444
2023
Q4 		$1.73M Sell
7,004
-160
-2% -$32.5K 0.01% 653
2023
Q3 		$1.31M Sell
7,164
-75
-1% -$15.3K 0.01% 717
2023
Q2 		$1.7M Buy
7,239
+3,430
+90% +$722K ﹤0.01% 700
2023
Q1 		$773K Buy
+3,809
New +$793K 0.02% 391
2022
Q4 		– Sell
-4,028
Closed -$691K – 785
2022
Q3 		$691K Buy
4,028
+139
+4% +$27.2K 0.01% 429
2022
Q2 		$711K Buy
3,889
+2,495
+179% +$499K 0.01% 458
2022
Q1 		$330K Sell
1,394
-243
-15% -$57.3K ﹤0.01% 743
2021
Q4 		$479K Buy
1,637
+242
+17% +$67.4K ﹤0.01% 712
2021
Q3 		$354K Sell
1,395
-1,717
-55% -$446K ﹤0.01% 770
2021
Q2 		$745K Buy
+3,112
New +$696K 0.01% 437
2019
Q2 		– Sell
-291
Closed -$34K – 813
2019
Q1 		$34K Buy
291
+220
+310% +$23.5K ﹤0.01% 891
2018
Q4 		$7K Buy
+71
New +$7.56K ﹤0.01% 925

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Cresset Asset Management's EFX Position: Q1 2026 in Review

Cresset Asset Management reduced its Equifax (EFX) stake by 11% in Q1 2026, selling an estimated $76.3K and leaving 3,113 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Cresset Asset Management first reported a position in EFX in Q4 2018 and has held it in 21 quarters since. The position peaked at $4.7M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Cresset Asset Management held 3,113 shares of Equifax worth $561K as of Q1 2026.
  • Cresset Asset Management sold 384 Equifax shares in Q1 2026, an estimated $76.3K.
  • Equifax made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1013 holding.
  • Cresset Asset Management first reported a position in Equifax in Q4 2018 and has held it in 21 quarters since.
  • Cresset Asset Management's Equifax position peaked at $4.7M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.