CFO
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CVA Family Office’s Equifax EFX Stock Holding History

CVA Family Office’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 		$61.6K Sell
342
-29
-8% -$5.76K 0.01% 555
2025
Q4 		$80.5K Sell
371
-14
-4% -$3.07K 0.01% 464
2025
Q3 		$98.8K Sell
385
-41
-10% -$10.3K 0.01% 418
2025
Q2 		$110K Buy
426
+34
+9% +$8.65K 0.02% 391
2025
Q1 		$95.5K Buy
392
+21
+6% +$5.28K 0.01% 397
2024
Q4 		$94.5K Buy
371
+16
+5% +$4.29K 0.02% 401
2024
Q3 		$104K Buy
355
+8
+2% +$2.26K 0.02% 362
2024
Q2 		$84.1K Hold
347
– – 0.02% 384
2024
Q1 		$92.8K Buy
347
+2
+0.6% +$509 0.02% 373
2023
Q4 		$85.3K Buy
+345
New +$70K 0.02% 361
2023
Q3 		– Sell
-194
Closed -$45.6K – 442
2023
Q2 		$45.6K Buy
194
+24
+14% +$5.05K 0.01% 465
2023
Q1 		$34.5K Buy
170
+10
+6% +$2.08K 0.01% 503
2022
Q4 		$31.1K Buy
160
+40
+33% +$7.31K 0.01% 487
2022
Q3 		$21K Buy
120
+40
+50% +$7.84K 0.01% 511
2022
Q2 		$15K Sell
80
-155
-66% -$31K ﹤0.01% 588
2022
Q1 		$56K Buy
235
+110
+88% +$25.9K 0.01% 373
2021
Q4 		$37K Buy
+125
New +$34.8K 0.01% 414
2021
Q3 		– Sell
-156
Closed -$37K – 510
2021
Q2 		$37K Buy
156
+40
+34% +$8.94K 0.01% 405
2021
Q1 		$21K Buy
+116
New +$20.5K 0.01% 404

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

CVA Family Office's EFX Position: Q1 2026 in Review

CVA Family Office reduced its Equifax (EFX) stake by 7.8% in Q1 2026, selling an estimated $5.76K and leaving 342 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #555.

CVA Family Office first reported a position in EFX in Q1 2021 and has held it in 19 quarters since. The position peaked at $110K in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • CVA Family Office held 342 shares of Equifax worth $61.6K as of Q1 2026.
  • CVA Family Office sold 29 Equifax shares in Q1 2026, an estimated $5.76K.
  • Equifax made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #555 holding.
  • CVA Family Office first reported a position in Equifax in Q1 2021 and has held it in 19 quarters since.
  • CVA Family Office's Equifax position peaked at $110K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.