Crestwood Advisors Group’s Equifax EFX Stock Holding History

Crestwood Advisors Group’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	–	Sell	-1,322	Closed	-$287K	–	779
2025 Q4	$287K	Buy	+1,322	New	+$289K	﹤0.01%	535

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Crestwood Advisors Group's EFX Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,322 shares — an estimated $287K sold.

Crestwood Advisors Group first reported a position in EFX in Q4 2025 and held it in 1 quarter. The position peaked at $287K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Crestwood Advisors Group reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
Crestwood Advisors Group sold 1,322 Equifax shares in Q1 2026, an estimated $287K.
Crestwood Advisors Group first reported a position in Equifax in Q4 2025 and held it in 1 quarter.
Crestwood Advisors Group's Equifax position peaked at $287K in Q4 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.