Fiduciary Group’s Equifax EFX Stock Holding History

Fiduciary Group’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	$595K	Sell	3,303 -27	-0.8%	-$5.36K	0.05%	191
2025 Q4	$723K	Sell	3,330 -36	-1%	-$7.88K	0.06%	177
2025 Q3	$863K	Sell	3,366 -95	-3%	-$23.9K	0.08%	168
2025 Q2	$898K	Sell	3,461 -35	-1%	-$8.9K	0.08%	162
2025 Q1	$851K	Hold	3,496	–	–	0.09%	164
2024 Q4	$891K	Sell	3,496 -35	-1%	-$9.38K	0.09%	157
2024 Q3	$1.04M	Sell	3,531 -67	-2%	-$18.9K	0.11%	144
2024 Q2	$872K	Sell	3,598 -25	-0.7%	-$5.96K	0.09%	153
2024 Q1	$969K	Hold	3,623	–	–	0.11%	142
2023 Q4	$896K	Sell	3,623 -170	-4%	-$34.5K	0.11%	133
2023 Q3	$695K	Sell	3,793 -80	-2%	-$16.3K	0.09%	135
2023 Q2	$911K	Sell	3,873 -25	-0.6%	-$5.26K	0.11%	125
2023 Q1	$791K	Hold	3,898	–	–	0.1%	129
2022 Q4	$758K	Hold	3,898	–	–	0.1%	132
2022 Q3	$732K	Hold	3,898	–	–	0.09%	131
2022 Q2	$851K	Sell	3,898 -110	-3%	-$22K	0.11%	124
2022 Q1	$768K	Hold	4,008	–	–	0.1%	120
2021 Q4	$1.17M	Sell	4,008 -900	-18%	-$251K	0.13%	106
2021 Q3	$1.33M	Sell	4,908 -1,145	-19%	-$298K	0.15%	103
2021 Q2	$1.55M	Buy	6,053 +625	+12%	+$140K	0.18%	89
2021 Q1	$1.24M	Hold	5,428	–	–	0.15%	105
2020 Q4	$960K	Hold	5,428	–	–	0.13%	108
2020 Q3	$852K	Hold	5,428	–	–	0.13%	108
2020 Q2	$933K	Hold	5,428	–	–	0.16%	95
2020 Q1	$648K	Hold	5,428	–	–	0.13%	102
2019 Q4	$761K	Sell	5,428 -45	-0.8%	-$6.23K	0.12%	104
2019 Q3	$770K	Buy	5,473 +45	+0.8%	+$6.34K	0.13%	99
2019 Q2	$734K	Hold	5,428	–	–	0.13%	102
2019 Q1	$643K	Hold	5,428	–	–	0.12%	112
2018 Q4	$506K	Hold	5,428	–	–	0.1%	115
2018 Q3	$709K	Hold	5,428	–	–	0.14%	104
2018 Q2	$679K	Hold	5,428	–	–	0.14%	100
2018 Q1	$639K	Buy	5,428 +800	+17%	+$96.1K	0.14%	106
2017 Q4	$546K	Hold	4,628	–	–	0.12%	119
2017 Q3	$491K	Hold	4,628	–	–	0.11%	123
2017 Q2	$636K	Hold	4,628	–	–	0.15%	111
2017 Q1	$633K	Hold	4,628	–	–	0.15%	112
2016 Q4	$547K	Sell	4,628 -100	-2%	-$12.2K	0.14%	116
2016 Q3	$636K	Hold	4,728	–	–	0.17%	108
2016 Q2	$607K	Sell	4,728 -300	-6%	-$36.3K	0.17%	110
2016 Q1	$575K	Buy	5,028 +300	+6%	+$31.6K	0.17%	114
2015 Q4	$527K	Hold	4,728	–	–	0.16%	114
2015 Q3	$459K	Hold	4,728	–	–	0.15%	134
2015 Q2	$459K	Buy	+4,728	New	+$461K	0.14%	141

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

Fiduciary Group's EFX Position: Q1 2026 in Review

Fiduciary Group reduced its Equifax (EFX) stake by 0.81% in Q1 2026, selling an estimated $5.36K and leaving 3,303 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #191.

Fiduciary Group first reported a position in EFX in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.55M in Q2 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Fiduciary Group held 3,303 shares of Equifax worth $595K as of Q1 2026.
Fiduciary Group sold 27 Equifax shares in Q1 2026, an estimated $5.36K.
Equifax made up 0.05% of Fiduciary Group's portfolio in Q1 2026, its #191 holding.
Fiduciary Group first reported a position in Equifax in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's Equifax position peaked at $1.55M in Q2 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.