CX Institutional’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
SCP
CX Institutional's EFX Position: Q2 2026 in Review
CX Institutional reduced its Equifax (EFX) stake by 92% in Q2 2026, selling an estimated $310K and leaving 160 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.
CX Institutional first reported a position in EFX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.38M in Q3 2024. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.
- CX Institutional held 160 shares of Equifax worth $25K as of Q2 2026.
- CX Institutional sold 1,820 Equifax shares in Q2 2026, an estimated $310K.
- Equifax made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1119 holding.
- CX Institutional first reported a position in Equifax in Q4 2018 and has held it in 30 quarters since.
- CX Institutional's Equifax position peaked at $1.38M in Q3 2024.
- 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.