EF
EFX icon

Empirical Finance’s Equifax EFX Stock Holding History

Empirical Finance’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 		$752K Sell
4,174
-7
-0.2% -$1.39K 0.04% 349
2025
Q4 		$907K Sell
4,181
-173
-4% -$37.9K 0.04% 304
2025
Q3 		$1.12M Buy
4,354
+44
+1% +$11.1K 0.05% 288
2025
Q2 		$1.12M Buy
4,310
+33
+0.8% +$8.39K 0.06% 274
2025
Q1 		$1.04M Buy
4,277
+114
+3% +$28.7K 0.06% 265
2024
Q4 		$1.06M Sell
4,163
-42
-1% -$11.3K 0.06% 258
2024
Q3 		$1.24M Buy
4,205
+88
+2% +$24.8K 0.07% 243
2024
Q2 		$998K Sell
4,117
-275
-6% -$65.6K 0.06% 267
2024
Q1 		$1.17M Buy
4,392
+151
+4% +$38.4K 0.07% 250
2023
Q4 		$1.05M Buy
4,241
+31
+0.7% +$6.29K 0.07% 252
2023
Q3 		$771K Buy
4,210
+399
+10% +$81.5K 0.06% 292
2023
Q2 		$897K Buy
3,811
+431
+13% +$90.7K 0.07% 258
2023
Q1 		$686K Buy
3,380
+160
+5% +$33.3K 0.06% 286
2022
Q4 		$626K Buy
3,220
+273
+9% +$49.9K 0.06% 291
2022
Q3 		$505K Buy
2,947
+484
+20% +$94.8K 0.06% 297
2022
Q2 		$450K Buy
2,463
+127
+5% +$25.4K 0.06% 296
2022
Q1 		$554K Buy
2,336
+246
+12% +$58K 0.06% 291
2021
Q4 		$612K Buy
2,090
+563
+37% +$157K 0.07% 251
2021
Q3 		$387K Buy
1,527
+89
+6% +$23.1K 0.06% 301
2021
Q2 		$344K Buy
1,438
+211
+17% +$47.2K 0.06% 305
2021
Q1 		$237K Hold
1,227
– – 0.04% 297
2020
Q4 		$237K Buy
+1,227
New +$206K 0.04% 297
2017
Q1 		– Sell
-54
Closed -$7K – 232
2016
Q4 		$7K Buy
+54
New +$6.6K ﹤0.01% 456

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Empirical Finance's EFX Position: Q1 2026 in Review

Empirical Finance reduced its Equifax (EFX) stake by 0.17% in Q1 2026, selling an estimated $1.39K and leaving 4,174 shares worth $752K. The position accounts for 0.04% of the portfolio, ranked #349.

Empirical Finance first reported a position in EFX in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.24M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Empirical Finance held 4,174 shares of Equifax worth $752K as of Q1 2026.
  • Empirical Finance sold 7 Equifax shares in Q1 2026, an estimated $1.39K.
  • Equifax made up 0.04% of Empirical Finance's portfolio in Q1 2026, its #349 holding.
  • Empirical Finance first reported a position in Equifax in Q4 2016 and has held it in 23 quarters since.
  • Empirical Finance's Equifax position peaked at $1.24M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.