EI
EFX icon

Ethic Inc’s Equifax EFX Stock Holding History

Ethic Inc’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 		$666K Sell
4,194
-564
-12% -$96.1K 0.01% 841
2026
Q1 		$857K Sell
4,758
-340
-7% -$67.5K 0.01% 707
2025
Q4 		$1.11M Sell
5,098
-2,248
-31% -$492K 0.02% 608
2025
Q3 		$1.88M Buy
7,346
+1,959
+36% +$492K 0.03% 467
2025
Q2 		$1.38M Sell
5,387
-231
-4% -$58.8K 0.02% 525
2025
Q1 		$1.37M Buy
5,618
+497
+10% +$125K 0.03% 515
2024
Q4 		$1.31M Sell
5,121
-8,578
-63% -$2.3M 0.03% 524
2024
Q3 		$3.66M Buy
13,699
+9,215
+206% +$2.6M 0.09% 249
2024
Q2 		$1.09M Sell
4,484
-9,215
-67% -$2.2M 0.03% 541
2024
Q1 		$3.66M Buy
13,699
+2,614
+24% +$665K 0.09% 249
2023
Q4 		$2.74M Buy
11,085
+3,560
+47% +$722K 0.08% 297
2023
Q3 		$1.38M Sell
7,525
-883
-11% -$180K 0.05% 393
2023
Q2 		$1.98M Sell
8,408
-2,160
-20% -$455K 0.07% 308
2023
Q1 		$2.14M Buy
10,568
+3,302
+45% +$687K 0.09% 277
2022
Q4 		$1.41M Buy
7,266
+1,920
+36% +$351K 0.08% 306
2022
Q3 		$916K Sell
5,346
-2,445
-31% -$479K 0.06% 351
2022
Q2 		$1.42M Buy
7,791
+424
+6% +$84.9K 0.1% 255
2022
Q1 		$1.75M Buy
7,367
+1,396
+23% +$329K 0.12% 218
2021
Q4 		$1.75M Buy
5,971
+1,796
+43% +$500K 0.13% 188
2021
Q3 		$1.06M Buy
4,175
+479
+13% +$124K 0.11% 229
2021
Q2 		$885K Buy
3,696
+1,724
+87% +$385K 0.11% 229
2021
Q1 		$357K Buy
1,972
+683
+53% +$121K 0.06% 343
2020
Q4 		$249K Buy
+1,289
New +$217K 0.07% 341

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Ethic Inc's EFX Position: Q2 2026 in Review

Ethic Inc reduced its Equifax (EFX) stake by 12% in Q2 2026, selling an estimated $96.1K and leaving 4,194 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #841.

Ethic Inc first reported a position in EFX in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.66M in Q3 2024. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Ethic Inc held 4,194 shares of Equifax worth $666K as of Q2 2026.
  • Ethic Inc sold 564 Equifax shares in Q2 2026, an estimated $96.1K.
  • Equifax made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #841 holding.
  • Ethic Inc first reported a position in Equifax in Q4 2020 and has held it in 23 quarters since.
  • Ethic Inc's Equifax position peaked at $3.66M in Q3 2024.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.