HFO
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Heritage Family Offices’s Equifax EFX Stock Holding History

Heritage Family Offices’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
-1,937
Closed -$420K – 211
2025
Q4 		$420K Sell
1,937
-189
-9% -$41.4K 0.19% 108
2025
Q3 		$545K Buy
2,126
+57
+3% +$14.3K 0.25% 85
2025
Q2 		$497K Hold
2,069
– – 0.25% 91
2025
Q1 		$504K Buy
2,069
+407
+24% +$102K 0.26% 90
2024
Q4 		$423K Buy
1,662
+12
+0.7% +$3.21K 0.21% 97
2024
Q3 		$485K Buy
1,650
+2
+0.1% +$564 0.25% 83
2024
Q2 		$399K Buy
+1,648
New +$393K 0.22% 94

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

Heritage Family Offices's EFX Position: Q1 2026 in Review

Heritage Family Offices sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,937 shares — an estimated $420K sold.

Heritage Family Offices first reported a position in EFX in Q2 2024 and held it in 7 quarters. The position peaked at $545K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Heritage Family Offices reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,937 Equifax shares in Q1 2026, an estimated $420K.
  • Heritage Family Offices first reported a position in Equifax in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Equifax position peaked at $545K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.