Kovitz Investment Group Partners
EFX icon

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
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

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

Kovitz Investment Group Partners's EFX Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Equifax (EFX) stake by 0.04% in Q1 2026, buying an estimated $596 and bringing the position to 6,741 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #296.

Kovitz Investment Group Partners first reported a position in EFX in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.98M in Q4 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Kovitz Investment Group Partners held 6,741 shares of Equifax worth $1.21M as of Q1 2026.
  • Kovitz Investment Group Partners bought 3 Equifax shares in Q1 2026, an estimated $596.
  • Equifax made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #296 holding.
  • Kovitz Investment Group Partners first reported a position in Equifax in Q2 2021 and has held it in 19 quarters since.
  • Kovitz Investment Group Partners's Equifax position peaked at $2.98M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.