HAG
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HighPoint Advisor Group’s Equifax EFX Stock Holding History

HighPoint Advisor 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
2026
Q1 		– Sell
-1,810
Closed -$393K – 768
2025
Q4 		$393K Sell
1,810
-161
-8% -$35.3K 0.01% 747
2025
Q3 		$506K Buy
1,971
+53
+3% +$13.3K 0.02% 384
2025
Q2 		$497K Buy
1,918
+11
+0.6% +$2.8K 0.03% 375
2025
Q1 		$493K Sell
1,907
-35
-2% -$8.8K 0.03% 363
2024
Q4 		$491K Buy
1,942
+133
+7% +$35.6K 0.03% 384
2024
Q3 		$478K Buy
1,809
+90
+5% +$25.4K 0.03% 367
2024
Q2 		$478K Buy
1,719
+134
+8% +$32K 0.03% 360
2024
Q1 		$388K Sell
1,585
-38
-2% -$9.67K 0.03% 411
2023
Q4 		$424K Buy
+1,623
New +$329K 0.03% 393
2022
Q2 		$331K Buy
+1,752
New +$351K 0.04% 375
2021
Q3 		$1.29M Buy
5,087
+729
+17% +$189K 0.13% 134
2021
Q2 		$1.04M Buy
+4,358
New +$974K 0.11% 162
2016
Q3 		– Sell
-5,412
Closed -$716K – 294
2016
Q2 		$716K Buy
+5,412
New +$655K 0.25% 107

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

HighPoint Advisor Group's EFX Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,810 shares — an estimated $393K sold.

HighPoint Advisor Group first reported a position in EFX in Q2 2016 and held it in 13 quarters. The position peaked at $1.29M in Q3 2021. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,810 Equifax shares in Q1 2026, an estimated $393K.
  • HighPoint Advisor Group first reported a position in Equifax in Q2 2016 and held it in 13 quarters.
  • HighPoint Advisor Group's Equifax position peaked at $1.29M in Q3 2021.
  • 874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.