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Everence Capital Management’s Equifax EFX Stock Holding History

Everence Capital 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 		– Sell
-2,430
Closed -$527K – 827
2025
Q4 		$527K Buy
2,430
+522
+27% +$114K 0.03% 375
2025
Q3 		$489K Buy
1,908
+648
+51% +$163K 0.03% 398
2025
Q2 		$327K Sell
1,260
-1,820
-59% -$463K 0.02% 547
2025
Q1 		$750K Buy
3,080
+220
+8% +$55.3K 0.05% 277
2024
Q4 		$729K Buy
2,860
+1,470
+106% +$394K 0.05% 280
2024
Q3 		$408K Buy
+1,390
New +$392K 0.03% 482
2022
Q4 		– Sell
-2,580
Closed -$442K – 759
2022
Q3 		$442K Hold
2,580
– – 0.04% 379
2022
Q2 		$472K Hold
2,580
– – 0.04% 358
2022
Q1 		$612K Hold
2,580
– – 0.05% 322
2021
Q4 		$755K Buy
+2,580
New +$718K 0.06% 285
2020
Q3 		– Sell
-2,310
Closed -$355K – 696
2020
Q2 		$355K Hold
2,310
– – 0.04% 403
2020
Q1 		$276K Hold
2,310
– – 0.04% 408
2019
Q4 		$324K Sell
2,310
-2,464
-52% -$341K 0.05% 454
2019
Q3 		$672K Hold
4,774
– – 0.11% 200
2019
Q2 		$646K Hold
4,774
– – 0.11% 200
2019
Q1 		$566K Buy
4,774
+2,601
+120% +$278K 0.1% 217
2018
Q4 		$202K Hold
2,173
– – 0.05% 378
2018
Q3 		$284K Hold
2,173
– – 0.06% 329
2018
Q2 		$272K Hold
2,173
– – 0.06% 328
2018
Q1 		$256K Hold
2,173
– – 0.06% 335
2017
Q4 		$256K Buy
+2,173
New +$244K 0.06% 344
2016
Q4 		– Sell
-5,634
Closed -$758K – 321
2016
Q3 		$758K Hold
5,634
– – 0.23% 133
2016
Q2 		$723K Hold
5,634
– – 0.22% 130
2016
Q1 		$644K Hold
5,634
– – 0.2% 147
2015
Q4 		$627K Buy
+5,634
New +$609K 0.2% 147

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

Everence Capital Management's EFX Position: Q1 2026 in Review

Everence Capital Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 2,430 shares — an estimated $527K sold.

Everence Capital Management first reported a position in EFX in Q4 2015 and held it in 25 quarters. The position peaked at $758K in Q3 2016. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Everence Capital Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Everence Capital Management sold 2,430 Equifax shares in Q1 2026, an estimated $527K.
  • Everence Capital Management first reported a position in Equifax in Q4 2015 and held it in 25 quarters.
  • Everence Capital Management's Equifax position peaked at $758K in Q3 2016.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.