Delta Asset Management’s Equifax EFX Stock Holding History

Delta Asset Management’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	$90K	Sell	500 -163	-25%	-$32.4K	0.01%	214
2025 Q4	$144K	Hold	663	–	–	0.01%	169
2025 Q3	$170K	Hold	663	–	–	0.01%	160
2025 Q2	$172K	Hold	663	–	–	0.02%	157
2025 Q1	$161K	Hold	663	–	–	0.02%	157
2024 Q4	$169K	Hold	663	–	–	0.02%	156
2024 Q3	$195K	Hold	663	–	–	0.02%	153
2024 Q2	$161K	Hold	663	–	–	0.01%	159
2024 Q1	$177K	Hold	663	–	–	0.02%	151
2023 Q4	$164K	Buy	663 +573	+637%	+$116K	0.02%	154
2023 Q3	$16.5K	Hold	90	–	–	﹤0.01%	381
2023 Q2	$21.2K	Hold	90	–	–	﹤0.01%	354
2023 Q1	$18.3K	Hold	90	–	–	﹤0.01%	350
2022 Q4	$17.5K	Buy	+90	New	+$16.4K	﹤0.01%	355
2022 Q1	–	Sell	-90	Closed	-$26K	–	266
2021 Q4	$26K	Hold	90	–	–	﹤0.01%	315
2021 Q3	$23K	Hold	90	–	–	﹤0.01%	329
2021 Q2	$22K	Hold	90	–	–	﹤0.01%	344
2021 Q1	$16K	Hold	90	–	–	﹤0.01%	369
2020 Q4	$17K	Hold	90	–	–	﹤0.01%	350
2020 Q3	$14K	Hold	90	–	–	﹤0.01%	357
2020 Q2	$15K	Hold	90	–	–	﹤0.01%	348
2020 Q1	$11K	Hold	90	–	–	﹤0.01%	376
2019 Q4	$13K	Hold	90	–	–	﹤0.01%	405
2019 Q3	$13K	Hold	90	–	–	﹤0.01%	392
2019 Q2	$12K	Hold	90	–	–	﹤0.01%	368
2019 Q1	$11K	Hold	90	–	–	﹤0.01%	362
2018 Q4	$8K	Hold	90	–	–	﹤0.01%	448
2018 Q3	$12K	Hold	90	–	–	﹤0.01%	430
2018 Q2	$11K	Hold	90	–	–	﹤0.01%	430
2018 Q1	$11K	Hold	90	–	–	﹤0.01%	429
2017 Q4	$11K	Hold	90	–	–	﹤0.01%	420
2017 Q3	$10K	Hold	90	–	–	﹤0.01%	411
2017 Q2	$12K	Hold	90	–	–	﹤0.01%	392
2017 Q1	$12K	Hold	90	–	–	﹤0.01%	398
2016 Q4	$11K	Hold	90	–	–	﹤0.01%	400
2016 Q3	$12K	Hold	90	–	–	﹤0.01%	388
2016 Q2	$12K	Hold	90	–	–	﹤0.01%	391
2016 Q1	$10K	Sell	90 -30	-25%	-$3.16K	﹤0.01%	405
2015 Q4	$13K	Sell	120 -5	-4%	-$540	﹤0.01%	380
2015 Q3	$12K	Hold	125	–	–	﹤0.01%	381
2015 Q2	$12K	Sell	125 -15	-11%	-$1.46K	﹤0.01%	393
2015 Q1	$13K	Sell	140 -44	-24%	-$3.9K	﹤0.01%	385
2014 Q4	$15K	Buy	184 +94	+104%	+$7.27K	﹤0.01%	380
2014 Q3	$7K	Hold	90	–	–	﹤0.01%	451
2014 Q2	$7K	Hold	90	–	–	﹤0.01%	465
2014 Q1	$6K	Hold	90	–	–	﹤0.01%	465
2013 Q4	$6K	Buy	+90	New	+$5.85K	﹤0.01%	462

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Delta Asset Management's EFX Position: Q1 2026 in Review

Delta Asset Management reduced its Equifax (EFX) stake by 25% in Q1 2026, selling an estimated $32.4K and leaving 500 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #214.

Delta Asset Management first reported a position in EFX in Q4 2013 and has held it in 47 quarters since. The position peaked at $195K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Delta Asset Management held 500 shares of Equifax worth $90K as of Q1 2026.
Delta Asset Management sold 163 Equifax shares in Q1 2026, an estimated $32.4K.
Equifax made up 0.01% of Delta Asset Management's portfolio in Q1 2026, its #214 holding.
Delta Asset Management first reported a position in Equifax in Q4 2013 and has held it in 47 quarters since.
Delta Asset Management's Equifax position peaked at $195K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.