Detalus Advisors’s Equifax EFX Stock Holding History

Detalus Advisors’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	$5.04M	Hold	27,983	–	–	1.15%	21
2025 Q4	$6.07M	Hold	27,983	–	–	1.48%	14
2025 Q3	$7.18M	Sell	27,983 -17	-0.1%	-$4.27K	1.86%	8
2025 Q2	$7.26M	Sell	28,000 -500	-2%	-$127K	2.1%	8
2025 Q1	$6.94M	Hold	28,500	–	–	2.18%	8
2024 Q4	$7.26M	Hold	28,500	–	–	2.39%	8
2024 Q3	$8.38M	Sell	28,500 -409	-1%	-$115K	2.78%	8
2024 Q2	$7.01M	Hold	28,909	–	–	2.4%	8
2024 Q1	$7.73M	Hold	28,909	–	–	2.76%	8
2023 Q4	$7.15M	Sell	28,909 -91	-0.3%	-$18.5K	2.86%	8
2023 Q3	$5.31M	Hold	29,000	–	–	2.49%	7
2023 Q2	$6.82M	Hold	29,000	–	–	3.06%	6
2023 Q1	$5.88M	Hold	29,000	–	–	2.81%	6
2022 Q4	$5.64M	Sell	29,000 -600	-2%	-$110K	2.75%	7
2022 Q3	$5.07M	Sell	29,600 -400	-1%	-$78.4K	3.04%	4
2022 Q2	$5.48M	Hold	30,000	–	–	3.22%	11
2022 Q1	$7.11M	Hold	30,000	–	–	3.75%	8
2021 Q4	$8.78M	Hold	30,000	–	–	4.21%	6
2021 Q3	$7.6M	Hold	30,000	–	–	3.86%	6
2021 Q2	$7.18M	Hold	30,000	–	–	3.83%	6
2021 Q1	$5.43M	Hold	30,000	–	–	3.2%	10
2020 Q4	$5.79M	Hold	30,000	–	–	3.64%	8
2020 Q3	$4.71M	Hold	30,000	–	–	3.44%	11
2020 Q2	$5.16M	Hold	30,000	–	–	3.99%	6
2020 Q1	$3.58M	Hold	30,000	–	–	3.3%	8
2019 Q4	$4.2M	Buy	+30,000	New	+$4.16M	3.07%	9

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

Detalus Advisors's EFX Position: Q1 2026 in Review

Detalus Advisors held its Equifax (EFX) position steady in Q1 2026 at 27,983 shares worth $5.04M. The position accounts for 1.15% of the portfolio, ranked #21.

Detalus Advisors first reported a position in EFX in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.78M in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Detalus Advisors held 27,983 shares of Equifax worth $5.04M as of Q1 2026.
Detalus Advisors left its Equifax share count unchanged in Q1 2026.
Equifax made up 1.15% of Detalus Advisors's portfolio in Q1 2026, its #21 holding.
Detalus Advisors first reported a position in Equifax in Q4 2019 and has held it in 26 quarters since.
Detalus Advisors's Equifax position peaked at $8.78M in Q4 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.