Hutchens & Kramer Investment Management Group’s Equifax EFX Stock Holding History

Hutchens & Kramer Investment Management 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	-925	Closed	-$201K	–	164
2025 Q4	$201K	Hold	925	–	–	0.07%	175
2025 Q3	$237K	Buy	925 +150	+19%	+$37.7K	0.09%	147
2025 Q2	$205K	Buy	+775	New	+$197K	0.09%	156
2025 Q1	–	Sell	-785	Closed	-$200K	–	164
2024 Q4	$200K	Hold	785	–	–	0.11%	157
2024 Q3	$228K	Buy	+785	New	+$221K	0.13%	142

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's EFX Position: Q1 2026 in Review

Hutchens & Kramer Investment Management Group sold out of Equifax (EFX) in Q1 2026, closing a stake of 925 shares — an estimated $201K sold.

Hutchens & Kramer Investment Management Group first reported a position in EFX in Q3 2024 and held it in 5 quarters. The position peaked at $237K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Hutchens & Kramer Investment Management Group reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 925 Equifax shares in Q1 2026, an estimated $201K.
Hutchens & Kramer Investment Management Group first reported a position in Equifax in Q3 2024 and held it in 5 quarters.
Hutchens & Kramer Investment Management Group's Equifax position peaked at $237K in Q3 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2026, filed 15 Apr 2026.