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Financial Consulate’s Equifax EFX Stock Holding History

Financial Consulate’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 		$901 Hold
5
– – ﹤0.01% 1130
2025
Q4 		$1.08K Hold
5
– – ﹤0.01% 1000
2025
Q3 		$1.28K Buy
+5
New +$1.26K ﹤0.01% 840

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

Financial Consulate's EFX Position: Q1 2026 in Review

Financial Consulate held its Equifax (EFX) position steady in Q1 2026 at 5 shares worth $901. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Financial Consulate first reported a position in EFX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.28K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Financial Consulate held 5 shares of Equifax worth $901 as of Q1 2026.
  • Financial Consulate left its Equifax share count unchanged in Q1 2026.
  • Equifax made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1130 holding.
  • Financial Consulate first reported a position in Equifax in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Equifax position peaked at $1.28K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.