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Letson Investment Management’s Equifax EFX Stock Holding History

Letson Investment Management’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 		$3.61M Hold
20,063
– – 1.39% 23
2025
Q4 		$4.35M Hold
20,063
– – 1.6% 21
2025
Q3 		$5.15M Hold
20,063
– – 1.85% 19
2025
Q2 		$5.2M Hold
20,063
– – 2.05% 15
2025
Q1 		$4.89M Hold
20,063
– – 1.97% 16
2024
Q4 		$5.11M Hold
20,063
– – 2.07% 15
2024
Q3 		$5.9M Hold
20,063
– – 2.32% 14
2024
Q2 		$4.86M Hold
20,063
– – 2.15% 16
2024
Q1 		$5.37M Hold
20,063
– – 2.27% 14
2023
Q4 		$4.96M Buy
+20,063
New +$4.07M 2.31% 15

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

Letson Investment Management's EFX Position: Q1 2026 in Review

Letson Investment Management held its Equifax (EFX) position steady in Q1 2026 at 20,063 shares worth $3.61M. The position accounts for 1.39% of the portfolio, ranked #23.

Letson Investment Management first reported a position in EFX in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.9M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Letson Investment Management held 20,063 shares of Equifax worth $3.61M as of Q1 2026.
  • Letson Investment Management left its Equifax share count unchanged in Q1 2026.
  • Equifax made up 1.39% of Letson Investment Management's portfolio in Q1 2026, its #23 holding.
  • Letson Investment Management first reported a position in Equifax in Q4 2023 and has held it in 10 quarters since.
  • Letson Investment Management's Equifax position peaked at $5.9M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Letson Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.