EA
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Everpar Advisors’s Equifax EFX Stock Holding History

Everpar Advisors’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
-945
Closed -$205K – 288
2025
Q4 		$205K Sell
945
-663
-41% -$145K 0.08% 264
2025
Q3 		$413K Sell
1,608
-79
-5% -$19.9K 0.16% 142
2025
Q2 		$438K Sell
1,687
-1
-0.1% -$254 0.2% 139
2025
Q1 		$411K Sell
1,688
-177
-9% -$44.5K 0.22% 129
2024
Q4 		$475K Sell
1,865
-5
-0.3% -$1.34K 0.24% 114
2024
Q3 		$550K Sell
1,870
-201
-10% -$56.7K 0.28% 100
2024
Q2 		$502K Buy
2,071
+231
+13% +$55.1K 0.25% 121
2024
Q1 		$492K Sell
1,840
-1,401
-43% -$357K 0.3% 110
2023
Q4 		$801K Buy
+3,241
New +$657K 0.37% 95

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

Everpar Advisors's EFX Position: Q1 2026 in Review

Everpar Advisors sold out of Equifax (EFX) in Q1 2026, closing a stake of 945 shares — an estimated $205K sold.

Everpar Advisors first reported a position in EFX in Q4 2023 and held it in 9 quarters. The position peaked at $801K in Q4 2023. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Everpar Advisors reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Everpar Advisors sold 945 Equifax shares in Q1 2026, an estimated $205K.
  • Everpar Advisors first reported a position in Equifax in Q4 2023 and held it in 9 quarters.
  • Everpar Advisors's Equifax position peaked at $801K in Q4 2023.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Everpar Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.