Ferguson Wellman Capital Management’s Equifax EFX Stock Holding History

Ferguson Wellman 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	-1,004	Closed	-$218K	–	411
2025 Q4	$218K	Sell	1,004 -80	-7%	-$17.5K	﹤0.01%	342
2025 Q3	$278K	Buy	1,084 +80	+8%	+$20.1K	﹤0.01%	314
2025 Q2	$260K	Sell	1,004 -1	-0.1%	-$254	﹤0.01%	311
2025 Q1	$245K	Sell	1,005 -5	-0.5%	-$1.26K	﹤0.01%	326
2024 Q4	$257K	Buy	1,010 +4	+0.4%	+$1.07K	﹤0.01%	313
2024 Q3	$296K	Hold	1,006	–	–	0.01%	308
2024 Q2	$244K	Hold	1,006	–	–	0.01%	331
2024 Q1	$269K	Buy	1,006 +3	+0.3%	+$763	0.01%	326
2023 Q4	$248K	Buy	+1,003	New	+$203K	0.01%	338
2023 Q3	–	Sell	-1,003	Closed	-$236K	–	352
2023 Q2	$236K	Sell	1,003 -1	-0.1%	-$210	0.01%	332
2023 Q1	$204K	Buy	+1,004	New	+$209K	0.01%	340
2022 Q2	–	Sell	-1,000	Closed	-$237K	–	312
2022 Q1	$237K	Hold	1,000	–	–	0.01%	308
2021 Q4	$293K	Hold	1,000	–	–	0.01%	290
2021 Q3	$253K	Hold	1,000	–	–	0.01%	308
2021 Q2	$240K	Buy	+1,000	New	+$223K	0.01%	312
2017 Q3	–	Sell	-1,500	Closed	-$206K	–	342
2017 Q2	$206K	Hold	1,500	–	–	0.01%	323
2017 Q1	$205K	Buy	+1,500	New	+$191K	0.01%	326

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ferguson Wellman Capital Management's EFX Position: Q1 2026 in Review

Ferguson Wellman Capital Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,004 shares — an estimated $218K sold.

Ferguson Wellman Capital Management first reported a position in EFX in Q1 2017 and held it in 17 quarters. The position peaked at $296K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Ferguson Wellman Capital Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
Ferguson Wellman Capital Management sold 1,004 Equifax shares in Q1 2026, an estimated $218K.
Ferguson Wellman Capital Management first reported a position in Equifax in Q1 2017 and held it in 17 quarters.
Ferguson Wellman Capital Management's Equifax position peaked at $296K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.