First Capital Advisors Group’s Equifax EFX Stock Holding History

First Capital Advisors 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
2023 Q2	$16K	Buy	+68	New	+$14.3K	0.01%	462
2018 Q2	–	Sell	-326	Closed	-$38K	–	330
2018 Q1	$38K	Buy	+326	New	+$39.1K	0.02%	308

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Capital Advisors Group's EFX Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Equifax (EFX) in Q2 2023: 68 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in EFX as recently as Q1 2018.

First Capital Advisors Group first reported a position in EFX in Q1 2018 and has held it in 2 quarters since. The position peaked at $38K in Q1 2018. 687 funds tracked by Wall St. Rank hold EFX as of Q2 2023.

First Capital Advisors Group held 68 shares of Equifax worth $16K as of Q2 2023.
Equifax was a new First Capital Advisors Group position in Q2 2023.
Equifax made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #462 holding.
First Capital Advisors Group first reported a position in Equifax in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Equifax position peaked at $38K in Q1 2018.
687 funds tracked by Wall St. Rank held Equifax as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.