Everett Harris & Co’s Equifax EFX Stock Holding History

Everett Harris & Co’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	-1,033	Closed	-$224K	–	332
2025 Q4	$224K	Hold	1,033	–	–	﹤0.01%	308
2025 Q3	$265K	Hold	1,033	–	–	﹤0.01%	289
2025 Q2	$268K	Hold	1,033	–	–	﹤0.01%	284
2025 Q1	$252K	Hold	1,033	–	–	﹤0.01%	286
2024 Q4	$263K	Hold	1,033	–	–	﹤0.01%	259
2024 Q3	$304K	Hold	1,033	–	–	﹤0.01%	232
2024 Q2	$250K	Sell	1,033 -12	-1%	-$2.86K	﹤0.01%	248
2024 Q1	$280K	Hold	1,045	–	–	﹤0.01%	235
2023 Q4	$258K	Buy	+1,045	New	+$212K	﹤0.01%	228
2023 Q3	–	Sell	-1,048	Closed	-$247K	–	253
2023 Q2	$247K	Hold	1,048	–	–	﹤0.01%	225
2023 Q1	$213K	Hold	1,048	–	–	﹤0.01%	243
2022 Q4	$204K	Buy	+1,048	New	+$192K	﹤0.01%	246

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Everett Harris & Co's EFX Position: Q1 2026 in Review

Everett Harris & Co sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,033 shares — an estimated $224K sold.

Everett Harris & Co first reported a position in EFX in Q4 2022 and held it in 12 quarters. The position peaked at $304K in Q3 2024. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Everett Harris & Co reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
Everett Harris & Co sold 1,033 Equifax shares in Q1 2026, an estimated $224K.
Everett Harris & Co first reported a position in Equifax in Q4 2022 and held it in 12 quarters.
Everett Harris & Co's Equifax position peaked at $304K in Q3 2024.
874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.