CI
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CX Institutional’s Equifax EFX Stock Holding History

CX Institutional’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
Q3 		$30K Buy
221
+61
+38% +$10.6K ﹤0.01% 1132
2026
Q2 		$25K Sell
160
-1,820
-92% -$310K ﹤0.01% 1119
2026
Q1 		$356K Sell
1,980
-625
-24% -$124K 0.01% 548
2025
Q4 		$565K Sell
2,605
-2,482
-49% -$543K 0.02% 389
2025
Q3 		$1.3M Buy
5,087
+82
+2% +$20.6K 0.04% 261
2025
Q2 		$1.3M Buy
5,005
+43
+0.9% +$10.9K 0.05% 235
2025
Q1 		$1.21M Buy
4,962
+178
+4% +$44.7K 0.05% 249
2024
Q4 		$1.22M Buy
4,784
+80
+2% +$21.4K 0.05% 228
2024
Q3 		$1.38M Buy
4,704
+34
+0.7% +$9.59K 0.06% 239
2024
Q2 		$1.13M Sell
4,670
-12
-0.3% -$2.86K 0.05% 264
2024
Q1 		$1.25M Buy
4,682
+31
+0.7% +$7.89K 0.06% 246
2023
Q4 		$1.15M Buy
4,651
+436
+10% +$88.4K 0.06% 238
2023
Q3 		$772K Sell
4,215
-343
-8% -$70K 0.04% 279
2023
Q2 		$1.07M Buy
4,558
+134
+3% +$28.2K 0.06% 268
2023
Q1 		$895K Buy
4,424
+160
+4% +$33.3K 0.05% 287
2022
Q4 		$829K Buy
4,264
+118
+3% +$21.6K 0.05% 302
2022
Q3 		$711K Sell
4,146
-17
-0.4% -$3.33K 0.05% 308
2022
Q2 		$761K Sell
4,163
-147
-3% -$29.4K 0.06% 263
2022
Q1 		$1.02M Buy
4,310
+32
+0.7% +$7.54K 0.08% 217
2021
Q4 		$1.25M Buy
4,278
+28
+0.7% +$7.79K 0.1% 183
2021
Q3 		$1.08M Buy
4,250
+27
+0.6% +$7.02K 0.09% 207
2021
Q2 		$1.01M Buy
4,223
+42
+1% +$9.39K 0.08% 200
2021
Q1 		$757K Buy
4,181
+41
+1% +$7.24K 0.07% 212
2020
Q4 		$798K Buy
4,140
+42
+1% +$7.06K 0.08% 210
2020
Q3 		$643K Buy
4,098
+5
+0.1% +$819 0.07% 196
2020
Q2 		$704K Buy
4,093
+55
+1% +$8.15K 0.09% 171
2020
Q1 		$482K Sell
4,038
-4
-0.1% -$582 0.08% 180
2019
Q4 		$566K Hold
4,042
– – 0.1% 143
2019
Q3 		$569K Buy
+4,042
New +$570K 0.09% 163
2019
Q2 		– Sell
-4,027
Closed -$477K – 959
2019
Q1 		$477K Buy
4,027
+27
+0.7% +$2.88K 0.08% 160
2018
Q4 		$373K Buy
+4,000
New +$426K 0.08% 142

Other funds holding EFX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's EFX Position: Q3 2026 in Review

CX Institutional increased its Equifax (EFX) stake by 38% in Q3 2026, buying an estimated $10.6K and bringing the position to 221 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

CX Institutional first reported a position in EFX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.38M in Q3 2024. 19 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • CX Institutional held 221 shares of Equifax worth $30K as of Q3 2026.
  • CX Institutional bought 61 Equifax shares in Q3 2026, an estimated $10.6K.
  • Equifax made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1132 holding.
  • CX Institutional first reported a position in Equifax in Q4 2018 and has held it in 31 quarters since.
  • CX Institutional's Equifax position peaked at $1.38M in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.