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Elevated Capital Advisors’s Equifax EFX Stock Holding History

Elevated Capital 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
Q2 		$794 Hold
5
– – ﹤0.01% 765
2026
Q1 		$900 Hold
5
– – ﹤0.01% 747
2025
Q4 		$1.08K Buy
+5
New +$1.09K ﹤0.01% 701

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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Elevated Capital Advisors's EFX Position: Q2 2026 in Review

Elevated Capital Advisors held its Equifax (EFX) position steady in Q2 2026 at 5 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Elevated Capital Advisors first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08K in Q4 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Elevated Capital Advisors held 5 shares of Equifax worth $794 as of Q2 2026.
  • Elevated Capital Advisors left its Equifax share count unchanged in Q2 2026.
  • Equifax made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #765 holding.
  • Elevated Capital Advisors first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Equifax position peaked at $1.08K in Q4 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.