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 Q3	$3.71M	Hold	27,000	–	–	0.73%	30
2026 Q2	$4.29M	Sell	27,000 -983	-4%	-$168K	0.84%	26
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	$5.78M	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Detalus Advisors's EFX Position: Q3 2026 in Review

Detalus Advisors held its Equifax (EFX) position steady in Q3 2026 at 27,000 shares worth $3.71M. The position accounts for 0.73% of the portfolio, ranked #30.

Detalus Advisors first reported a position in EFX in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.78M in Q4 2021. 364 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

Detalus Advisors held 27,000 shares of Equifax worth $3.71M as of Q3 2026.
Detalus Advisors left its Equifax share count unchanged in Q3 2026.
Equifax made up 0.73% of Detalus Advisors's portfolio in Q3 2026, its #30 holding.
Detalus Advisors first reported a position in Equifax in Q4 2019 and has held it in 28 quarters since.
Detalus Advisors's Equifax position peaked at $8.78M in Q4 2021.
364 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.