Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Equifax EFX Stock Holding History

Kovitz Investment Group Partners’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
Q2 		$1.07M Buy
6,744
+3
+0% +$511 0.02% 310
2026
Q1 		$1.21M Buy
6,741
+3
+0% +$596 0.03% 296
2025
Q4 		$1.46M Sell
6,738
-3,215
-32% -$704K 0.03% 275
2025
Q3 		$2.55M Buy
9,953
+966
+11% +$243K 0.01% 591
2025
Q2 		$2.33M Buy
8,987
+2
+0% +$509 0.01% 598
2025
Q1 		$2.19M Sell
8,985
-2,716
-23% -$683K 0.01% 565
2024
Q4 		$2.98M Buy
11,701
+4,432
+61% +$1.19M 0.01% 499
2024
Q3 		$1.75M Buy
7,269
+1,420
+24% +$400K 0.01% 511
2024
Q2 		$1.42M Buy
5,849
+2,383
+69% +$568K 0.01% 480
2024
Q1 		$927K Buy
3,466
+614
+22% +$156K 0.01% 423
2023
Q4 		$705K Sell
2,852
-7
-0.2% -$1.42K 0.01% 305
2023
Q3 		$524K Sell
2,859
-2,888
-50% -$590K 0.01% 329
2023
Q2 		$1.35M Buy
5,747
+2,862
+99% +$602K 0.02% 269
2023
Q1 		$585K Sell
2,885
-79
-3% -$16.4K 0.01% 333
2022
Q4 		$576K Sell
2,964
-2,036
-41% -$372K 0.01% 330
2022
Q3 		$857K Sell
5,000
-400
-7% -$78.4K 0.02% 282
2022
Q2 		$987K Sell
5,400
-400
-7% -$80.1K 0.02% 289
2022
Q1 		$1.38M Buy
+5,800
New +$1.37M 0.03% 264
2021
Q4 		– Sell
-6,000
Closed -$1.52M – 421
2021
Q3 		$1.52M Hold
6,000
– – 0.03% 259
2021
Q2 		$1.44M Buy
+6,000
New +$1.34M 0.03% 264

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Vanguard Portfolio Management
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State Street
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Capital International Investors
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SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Kovitz Investment Group Partners's EFX Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Equifax (EFX) stake by 0.04% in Q2 2026, buying an estimated $511 and bringing the position to 6,744 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #310.

Kovitz Investment Group Partners first reported a position in EFX in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.98M in Q4 2024. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Kovitz Investment Group Partners held 6,744 shares of Equifax worth $1.07M as of Q2 2026.
  • Kovitz Investment Group Partners bought 3 Equifax shares in Q2 2026, an estimated $511.
  • Equifax made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #310 holding.
  • Kovitz Investment Group Partners first reported a position in Equifax in Q2 2021 and has held it in 20 quarters since.
  • Kovitz Investment Group Partners's Equifax position peaked at $2.98M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.