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Davenport & Co’s Equifax EFX Stock Holding History

Davenport & Co’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
Q2 		$345K Sell
2,171
-525
-19% -$89.5K ﹤0.01% 1146
2026
Q1 		$486K Buy
2,696
+506
+23% +$100K ﹤0.01% 948
2025
Q4 		$475K Buy
2,190
+231
+12% +$50.6K ﹤0.01% 926
2025
Q3 		$503K Buy
1,959
+104
+6% +$26.1K ﹤0.01% 895
2025
Q2 		$481K Sell
1,855
-357
-16% -$90.8K ﹤0.01% 888
2025
Q1 		$539K Buy
2,212
+237
+12% +$59.6K ﹤0.01% 811
2024
Q4 		$503K Buy
1,975
+63
+3% +$16.9K ﹤0.01% 834
2024
Q3 		$562K Sell
1,912
-210
-10% -$59.2K ﹤0.01% 786
2024
Q2 		$515K Buy
2,122
+141
+7% +$33.6K ﹤0.01% 790
2024
Q1 		$530K Sell
1,981
-41
-2% -$10.4K ﹤0.01% 788
2023
Q4 		$500K Buy
2,022
+48
+2% +$9.74K ﹤0.01% 769
2023
Q3 		$362K Buy
1,974
+150
+8% +$30.6K ﹤0.01% 817
2023
Q2 		$429K Buy
1,824
+184
+11% +$38.7K ﹤0.01% 787
2023
Q1 		$333K Buy
1,640
+196
+14% +$40.8K ﹤0.01% 833
2022
Q4 		$281K Sell
1,444
-1,085
-43% -$198K ﹤0.01% 847
2022
Q3 		$434K Buy
2,529
+67
+3% +$13.1K ﹤0.01% 719
2022
Q2 		$450K Buy
2,462
+160
+7% +$32K ﹤0.01% 710
2022
Q1 		$546K Sell
2,302
-24
-1% -$5.66K ﹤0.01% 714
2021
Q4 		$681K Buy
2,326
+58
+3% +$16.1K ﹤0.01% 677
2021
Q3 		$575K Buy
2,268
+286
+14% +$74.3K ﹤0.01% 688
2021
Q2 		$475K Buy
1,982
+369
+23% +$82.5K ﹤0.01% 662
2021
Q1 		$292K Hold
1,613
– – ﹤0.01% 665
2020
Q4 		$311K Hold
1,613
– – ﹤0.01% 636
2020
Q3 		$253K Hold
1,613
– – ﹤0.01% 622
2020
Q2 		$277K Buy
+1,613
New +$239K ﹤0.01% 568

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Davenport & Co's EFX Position: Q2 2026 in Review

Davenport & Co reduced its Equifax (EFX) stake by 19% in Q2 2026, selling an estimated $89.5K and leaving 2,171 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Davenport & Co first reported a position in EFX in Q2 2020 and has held it in 25 quarters since. The position peaked at $681K in Q4 2021. 129 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Davenport & Co held 2,171 shares of Equifax worth $345K as of Q2 2026.
  • Davenport & Co sold 525 Equifax shares in Q2 2026, an estimated $89.5K.
  • Equifax made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #1146 holding.
  • Davenport & Co first reported a position in Equifax in Q2 2020 and has held it in 25 quarters since.
  • Davenport & Co's Equifax position peaked at $681K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.