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Crewe Advisors’s Equifax EFX Stock Holding History

Crewe 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
Q1 		$541 Sell
3
-1
-25% -$199 ﹤0.01% 989
2025
Q4 		$868 Buy
+4
New +$876 ﹤0.01% 1006
2024
Q3 		– Sell
-131
Closed -$31.8K – 799
2024
Q2 		$31.8K Buy
131
+76
+138% +$18.1K ﹤0.01% 460
2024
Q1 		$14.7K Buy
+55
New +$14K ﹤0.01% 546
2022
Q4 		– Sell
-41
Closed -$7K – 1096
2022
Q3 		$7K Buy
41
+9
+28% +$1.76K ﹤0.01% 757
2022
Q2 		$6K Buy
+32
New +$6.4K ﹤0.01% 717

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

Crewe Advisors's EFX Position: Q1 2026 in Review

Crewe Advisors reduced its Equifax (EFX) stake by 25% in Q1 2026, selling an estimated $199 and leaving 3 shares worth $541. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Crewe Advisors first reported a position in EFX in Q2 2022 and has held it in 6 quarters since. The position peaked at $31.8K in Q2 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Crewe Advisors held 3 shares of Equifax worth $541 as of Q1 2026.
  • Crewe Advisors sold 1 Equifax share in Q1 2026, an estimated $199.
  • Equifax made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #989 holding.
  • Crewe Advisors first reported a position in Equifax in Q2 2022 and has held it in 6 quarters since.
  • Crewe Advisors's Equifax position peaked at $31.8K in Q2 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.