Doheny Asset Management’s Equifax EFX Stock Holding History

Doheny 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	$450K	Hold	2,500	–	–	0.29%	44
2025 Q4	$542K	Hold	2,500	–	–	0.33%	43
2025 Q3	$641K	Hold	2,500	–	–	0.41%	44
2025 Q2	$648K	Hold	2,500	–	–	0.45%	43
2025 Q1	$609K	Hold	2,500	–	–	0.48%	44
2024 Q4	$637K	Hold	2,500	–	–	0.48%	43
2024 Q3	$735K	Hold	2,500	–	–	0.5%	45
2024 Q2	$606K	Hold	2,500	–	–	0.43%	49
2024 Q1	$669K	Hold	2,500	–	–	0.55%	43
2023 Q4	$618K	Hold	2,500	–	–	0.61%	47
2023 Q3	$458K	Hold	2,500	–	–	0.44%	52
2023 Q2	$588K	Hold	2,500	–	–	0.5%	49
2023 Q1	$507K	Hold	2,500	–	–	0.46%	51
2022 Q4	$486K	Hold	2,500	–	–	0.56%	50
2022 Q3	$429K	Buy	+2,500	New	+$490K	0.43%	52
2022 Q1	$593K	Hold	2,500	–	–	0.43%	55
2021 Q4	$732K	Hold	2,500	–	–	0.51%	53
2021 Q3	$634K	Hold	2,500	–	–	0.45%	60
2021 Q2	$599K	Hold	2,500	–	–	0.39%	64
2021 Q1	$453K	Hold	2,500	–	–	0.31%	71
2020 Q4	$482K	Hold	2,500	–	–	0.34%	65
2020 Q3	$392K	Hold	2,500	–	–	0.32%	70
2020 Q2	$430K	Hold	2,500	–	–	0.41%	59
2020 Q1	$350K	Hold	2,500	–	–	0.28%	78
2019 Q4	$350K	Hold	2,500	–	–	0.28%	78
2019 Q3	$352K	Hold	2,500	–	–	0.31%	74
2019 Q2	$338K	Hold	2,500	–	–	0.28%	78
2019 Q1	$296K	Hold	2,500	–	–	0.25%	83
2018 Q4	$233K	Hold	2,500	–	–	0.17%	84
2018 Q3	$326K	Hold	2,500	–	–	0.17%	89
2018 Q2	$313K	Hold	2,500	–	–	0.17%	83
2018 Q1	$295K	Hold	2,500	–	–	0.15%	90
2017 Q4	$295K	Hold	2,500	–	–	0.14%	95
2017 Q3	$265K	Hold	2,500	–	–	0.12%	97
2017 Q2	$344K	Hold	2,500	–	–	0.16%	86
2017 Q1	$342K	Hold	2,500	–	–	0.15%	90
2016 Q4	$296K	Hold	2,500	–	–	0.14%	93
2016 Q3	$336K	Hold	2,500	–	–	0.17%	83
2016 Q2	$321K	Hold	2,500	–	–	0.16%	84
2016 Q1	$286K	Hold	2,500	–	–	0.15%	84
2015 Q4	$278K	Hold	2,500	–	–	0.14%	89
2015 Q3	$243K	Hold	2,500	–	–	0.13%	92
2015 Q2	$243K	Hold	2,500	–	–	0.11%	105
2015 Q1	$232K	Hold	2,500	–	–	0.11%	104
2014 Q4	$202K	Buy	+2,500	New	+$193K	0.1%	112

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

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

Doheny Asset Management held its Equifax (EFX) position steady in Q1 2026 at 2,500 shares worth $450K. The position accounts for 0.29% of the portfolio, ranked #44.

Doheny Asset Management first reported a position in EFX in Q4 2014 and has held it in 45 quarters since. The position peaked at $735K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Doheny Asset Management held 2,500 shares of Equifax worth $450K as of Q1 2026.
Doheny Asset Management left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.29% of Doheny Asset Management's portfolio in Q1 2026, its #44 holding.
Doheny Asset Management first reported a position in Equifax in Q4 2014 and has held it in 45 quarters since.
Doheny Asset Management's Equifax position peaked at $735K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.