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Harbor Investment Advisory’s Equifax EFX Stock Holding History

Harbor Investment Advisory’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
-24
Closed -$5.21K – 1263
2025
Q4 		$5.21K Buy
24
+3
+14% +$657 ﹤0.01% 1046
2025
Q3 		$5.39K Buy
21
+5
+31% +$1.26K ﹤0.01% 998
2025
Q2 		$4.15K Sell
16
-18
-53% -$4.58K ﹤0.01% 1015
2025
Q1 		$8.28K Sell
34
-13
-28% -$3.27K ﹤0.01% 909
2024
Q4 		$12K Sell
47
-8
-15% -$2.14K ﹤0.01% 831
2024
Q3 		$16.2K Buy
55
+7
+15% +$1.97K ﹤0.01% 787
2024
Q2 		$11.6K Buy
48
+32
+200% +$7.63K ﹤0.01% 829
2024
Q1 		$4.28K Hold
16
– – ﹤0.01% 995
2023
Q4 		$3.96K Hold
16
– – ﹤0.01% 971
2023
Q3 		$2.93K Hold
16
– – ﹤0.01% 995
2023
Q2 		$3.77K Hold
16
– – ﹤0.01% 1162
2023
Q1 		$3.25K Hold
16
– – ﹤0.01% 1175
2022
Q4 		$3.11K Sell
16
-1
-6% -$183 ﹤0.01% 1163
2022
Q3 		$3K Buy
17
+7
+70% +$1.37K ﹤0.01% 1184
2022
Q2 		$2K Sell
10
-2
-17% -$400 ﹤0.01% 1229
2022
Q1 		$3K Buy
12
+3
+33% +$707 ﹤0.01% 1213
2021
Q4 		$3K Hold
9
– – ﹤0.01% 1189
2021
Q3 		$2K Hold
9
– – ﹤0.01% 1226
2021
Q2 		$2K Hold
9
– – ﹤0.01% 1171
2021
Q1 		$2K Hold
9
– – ﹤0.01% 1158
2020
Q4 		$2K Hold
9
– – ﹤0.01% 1096
2020
Q3 		$1K Buy
+9
New +$1.47K ﹤0.01% 1071

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

Harbor Investment Advisory's EFX Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Equifax (EFX) in Q1 2026, closing a stake of 24 shares — an estimated $5.21K sold.

Harbor Investment Advisory first reported a position in EFX in Q3 2020 and held it in 22 quarters. The position peaked at $16.2K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Harbor Investment Advisory reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 24 Equifax shares in Q1 2026, an estimated $5.21K.
  • Harbor Investment Advisory first reported a position in Equifax in Q3 2020 and held it in 22 quarters.
  • Harbor Investment Advisory's Equifax position peaked at $16.2K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.