Douglass Winthrop Advisors’s Equifax EFX Stock Holding History

Douglass Winthrop 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	$1.38M	Sell	7,650 -60	-0.8%	-$11.9K	0.03%	137
2025 Q4	$1.67M	Buy	7,710 +10	+0.1%	+$2.19K	0.03%	125
2025 Q3	$1.98M	Buy	+7,700	New	+$1.94M	0.03%	117
2025 Q1	–	Sell	-1,000	Closed	-$255K	–	286
2024 Q4	$255K	Hold	1,000	–	–	0.01%	267
2024 Q3	$294K	Hold	1,000	–	–	0.01%	253
2024 Q2	$242K	Hold	1,000	–	–	﹤0.01%	258
2024 Q1	$268K	Sell	1,000 -400	-29%	-$102K	0.01%	252
2023 Q4	$346K	Hold	1,400	–	–	0.01%	208
2023 Q3	$256K	Hold	1,400	–	–	0.01%	212
2023 Q2	$329K	Hold	1,400	–	–	0.01%	200
2023 Q1	$284K	Hold	1,400	–	–	0.01%	210
2022 Q4	$272K	Hold	1,400	–	–	0.01%	212
2022 Q3	$240K	Hold	1,400	–	–	0.01%	215
2022 Q2	$256K	Hold	1,400	–	–	0.01%	225
2022 Q1	$332K	Hold	1,400	–	–	0.01%	225
2021 Q4	$410K	Hold	1,400	–	–	0.01%	218
2021 Q3	$355K	Sell	1,400 -3,050	-69%	-$793K	0.01%	226
2021 Q2	$1.07M	Sell	4,450 -200	-4%	-$44.7K	0.03%	133
2021 Q1	$842K	Sell	4,650 -250	-5%	-$44.2K	0.02%	150
2020 Q4	$945K	Hold	4,900	–	–	0.03%	132
2020 Q3	$769K	Hold	4,900	–	–	0.03%	131
2020 Q2	$842K	Hold	4,900	–	–	0.03%	117
2020 Q1	$585K	Hold	4,900	–	–	0.03%	132
2019 Q4	$687K	Sell	4,900 -336	-6%	-$46.5K	0.02%	158
2019 Q3	$737K	Hold	5,236	–	–	0.03%	142
2019 Q2	$708K	Hold	5,236	–	–	0.03%	149
2019 Q1	$620K	Buy	+5,236	New	+$559K	0.03%	141
2018 Q4	–	Sell	-1,600	Closed	-$209K	–	251
2018 Q3	$209K	Sell	1,600 -100	-6%	-$13K	0.01%	241
2018 Q2	$213K	Hold	1,700	–	–	0.01%	272
2018 Q1	$200K	Sell	1,700 -88	-5%	-$10.6K	0.01%	265
2017 Q4	$211K	Buy	+1,788	New	+$201K	0.01%	233
2017 Q3	–	Sell	-1,700	Closed	-$234K	–	249
2017 Q2	$234K	Hold	1,700	–	–	0.01%	233
2017 Q1	$232K	Hold	1,700	–	–	0.01%	228
2016 Q4	$201K	Hold	1,700	–	–	0.01%	234
2016 Q3	$229K	Hold	1,700	–	–	0.02%	228
2016 Q2	$218K	Buy	+1,700	New	+$206K	0.02%	226
2015 Q3	–	Sell	-2,700	Closed	-$251K	–	243
2015 Q2	$251K	Hold	2,700	–	–	0.02%	225
2015 Q1	$251K	Buy	+2,700	New	+$240K	0.02%	225

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

Douglass Winthrop Advisors's EFX Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its Equifax (EFX) stake by 0.78% in Q1 2026, selling an estimated $11.9K and leaving 7,650 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #137.

Douglass Winthrop Advisors first reported a position in EFX in Q1 2015 and has held it in 38 quarters since. The position peaked at $1.98M in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Douglass Winthrop Advisors held 7,650 shares of Equifax worth $1.38M as of Q1 2026.
Douglass Winthrop Advisors sold 60 Equifax shares in Q1 2026, an estimated $11.9K.
Equifax made up 0.03% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #137 holding.
Douglass Winthrop Advisors first reported a position in Equifax in Q1 2015 and has held it in 38 quarters since.
Douglass Winthrop Advisors's Equifax position peaked at $1.98M in Q3 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.