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Evelyn Partners Investment Management’s Equifax EFX Stock Holding History

Evelyn Partners Investment 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 		$18.9K Hold
105
– – ﹤0.01% 338
2025
Q4 		$22.8K Hold
105
– – ﹤0.01% 330
2025
Q3 		$26.9K Sell
105
-49
-32% -$12.3K ﹤0.01% 319
2025
Q2 		$39.9K Hold
154
– – ﹤0.01% 295
2025
Q1 		$37.5K Hold
154
– – ﹤0.01% 297
2024
Q4 		$39.2K Buy
+154
New +$41.3K ﹤0.01% 286

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 $315B AUM 27.84% 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

Evelyn Partners Investment Management's EFX Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Equifax (EFX) position steady in Q1 2026 at 105 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Evelyn Partners Investment Management first reported a position in EFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $39.9K in Q2 2025. 872 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Evelyn Partners Investment Management held 105 shares of Equifax worth $18.9K as of Q1 2026.
  • Evelyn Partners Investment Management left its Equifax share count unchanged in Q1 2026.
  • Equifax made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #338 holding.
  • Evelyn Partners Investment Management first reported a position in Equifax in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Equifax position peaked at $39.9K in Q2 2025.
  • 872 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.