D.A. Davidson & Co’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $239K | Sell |
1,329
-46
| -3% | -$9.14K | ﹤0.01% | 1429 |
|
|
2025
Q4 | $298K | Sell |
1,375
-16
| -1% | -$3.5K | ﹤0.01% | 1315 |
|
|
2025
Q3 | $357K | Sell |
1,391
-555
| -29% | -$139K | ﹤0.01% | 1249 |
|
|
2025
Q2 | $505K | Sell |
1,946
-2,848
| -59% | -$724K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $1.17M | Buy |
4,794
+780
| +19% | +$196K | 0.01% | 717 |
|
|
2024
Q4 | $1.02M | Buy |
4,014
+2,900
| +260% | +$777K | 0.01% | 760 |
|
|
2024
Q3 | $327K | Hold |
1,114
| – | – | ﹤0.01% | 1160 |
|
|
2024
Q2 | $270K | Sell |
1,114
-50
| -4% | -$11.9K | ﹤0.01% | 1204 |
|
|
2024
Q1 | $311K | Buy |
1,164
+210
| +22% | +$53.4K | ﹤0.01% | 1164 |
|
|
2023
Q4 | $236K | Buy |
+954
| New | +$193K | ﹤0.01% | 1194 |
|
|
2018
Q3 | – | Sell |
-1,650
| Closed | -$206K | – | 1169 |
|
|
2018
Q2 | $206K | Sell |
1,650
-500
| -23% | -$59.3K | ﹤0.01% | 1027 |
|
|
2018
Q1 | $253K | Buy |
2,150
+250
| +13% | +$30K | 0.01% | 912 |
|
|
2017
Q4 | $224K | Buy |
+1,900
| New | +$214K | ﹤0.01% | 967 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$68K | – | 1320 |
|
|
2017
Q2 | $68K | Sell |
500
-200
| -29% | -$27.5K | ﹤0.01% | 1414 |
|
|
2017
Q1 | $95K | Hold |
700
| – | – | ﹤0.01% | 1271 |
|
|
2016
Q4 | $82K | Hold |
700
| – | – | ﹤0.01% | 1384 |
|
|
2016
Q3 | $94K | Sell |
700
-100
| -13% | -$13.3K | ﹤0.01% | 1247 |
|
|
2016
Q2 | $102K | Sell |
800
-300
| -27% | -$36.3K | ﹤0.01% | 1112 |
|
|
2016
Q1 | $125K | Hold |
1,100
| – | – | ﹤0.01% | 1026 |
|
|
2015
Q4 | $122K | Sell |
1,100
-200
| -15% | -$21.6K | ﹤0.01% | 1036 |
|
|
2015
Q3 | $126K | Sell |
1,300
-5
| -0.4% | -$497 | ﹤0.01% | 1003 |
|
|
2015
Q2 | $126K | Sell |
1,305
-200
| -13% | -$19.5K | ﹤0.01% | 1048 |
|
|
2015
Q1 | $139K | Hold |
1,505
| – | – | ﹤0.01% | 1005 |
|
|
2014
Q4 | $121K | Hold |
1,505
| – | – | ﹤0.01% | 1051 |
|
|
2014
Q3 | $112K | Sell |
1,505
-200
| -12% | -$15.2K | ﹤0.01% | 1064 |
|
|
2014
Q2 | $123K | Hold |
1,705
| – | – | ﹤0.01% | 1054 |
|
|
2014
Q1 | $115K | Sell |
1,705
-47
| -3% | -$3.29K | ﹤0.01% | 1064 |
|
|
2013
Q4 | $120K | Sell |
1,752
-136
| -7% | -$8.85K | ﹤0.01% | 1001 |
|
|
2013
Q3 | $110K | Sell |
1,888
-269
| -12% | -$16.5K | ﹤0.01% | 868 |
|
|
2013
Q2 | $125K | Buy |
+2,157
| New | +$130K | 0.01% | 803 |
|
Other funds holding EFX
VCM
VPM
SCP
D.A. Davidson & Co's EFX Position: Q1 2026 in Review
D.A. Davidson & Co reduced its Equifax (EFX) stake by 3.3% in Q1 2026, selling an estimated $9.14K and leaving 1,329 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.
D.A. Davidson & Co first reported a position in EFX in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.17M in Q1 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- D.A. Davidson & Co held 1,329 shares of Equifax worth $239K as of Q1 2026.
- D.A. Davidson & Co sold 46 Equifax shares in Q1 2026, an estimated $9.14K.
- Equifax made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1429 holding.
- D.A. Davidson & Co first reported a position in Equifax in Q2 2013 and has held it in 30 quarters since.
- D.A. Davidson & Co's Equifax position peaked at $1.17M in Q1 2025.
- 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.