FCA
EFX icon

Fortis Capital Advisors’s Equifax EFX Stock Holding History

Fortis Capital 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
2025
Q1 		– Sell
-3,959
Closed -$1.22M – 265
2024
Q4 		$1.22M Buy
3,959
+124
+3% +$33.2K 0.42% 51
2024
Q3 		$1.13M Buy
+3,835
New +$1.08M 0.38% 56

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Capital Advisors's EFX Position: Q1 2025 in Review

Fortis Capital Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 3,959 shares — an estimated $1.22M sold.

Fortis Capital Advisors first reported a position in EFX in Q3 2024 and held it in 2 quarters. The position peaked at $1.22M in Q4 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Fortis Capital Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 3,959 Equifax shares in Q1 2025, an estimated $1.22M.
  • Fortis Capital Advisors first reported a position in Equifax in Q3 2024 and held it in 2 quarters.
  • Fortis Capital Advisors's Equifax position peaked at $1.22M in Q4 2024.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Fortis Capital Advisors's 13F filing for Q1 2025, filed 20 May 2025.