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HFM Investment Advisors’s Equifax EFX Stock Holding History

HFM Investment 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
2026
Q1 		$540 Sell
3
-1
-25% -$199 ﹤0.01% 646
2025
Q4 		$868 Buy
4
+1
+33% +$219 ﹤0.01% 503
2025
Q3 		$770 Hold
3
– – ﹤0.01% 479
2025
Q2 		$778 Buy
3
+2
+200% +$509 ﹤0.01% 470
2025
Q1 		$244 Buy
+1
New +$251 ﹤0.01% 553

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

HFM Investment Advisors's EFX Position: Q1 2026 in Review

HFM Investment Advisors reduced its Equifax (EFX) stake by 25% in Q1 2026, selling an estimated $199 and leaving 3 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #646.

HFM Investment Advisors first reported a position in EFX in Q1 2025 and has held it in 5 quarters since. The position peaked at $868 in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • HFM Investment Advisors held 3 shares of Equifax worth $540 as of Q1 2026.
  • HFM Investment Advisors sold 1 Equifax share in Q1 2026, an estimated $199.
  • Equifax made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #646 holding.
  • HFM Investment Advisors first reported a position in Equifax in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Equifax position peaked at $868 in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.