Lido Advisors
EFX icon

Lido Advisors’s Equifax EFX Stock Holding History

Lido Advisors’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 		$1.8M Buy
11,362
+2,323
+26% +$396K ﹤0.01% 839
2026
Q1 		$1.63M Buy
9,039
+726
+9% +$144K 0.01% 768
2025
Q4 		$1.93M Sell
8,313
-3,962
-32% -$868K 0.01% 728
2025
Q3 		$3.15M Buy
12,275
+8,210
+202% +$2.06M 0.01% 563
2025
Q2 		$1.05M Buy
4,065
+437
+12% +$111K ﹤0.01% 821
2025
Q1 		$884K Sell
3,628
-738
-17% -$185K ﹤0.01% 823
2024
Q4 		$1.11M Buy
4,366
+1,601
+58% +$429K 0.01% 724
2024
Q3 		$813K Buy
2,765
+346
+14% +$97.6K ﹤0.01% 794
2024
Q2 		$587K Sell
2,419
-275
-10% -$65.6K ﹤0.01% 876
2024
Q1 		$721K Buy
2,694
+1,530
+131% +$389K ﹤0.01% 768
2023
Q4 		$288K Sell
1,164
-147
-11% -$29.8K ﹤0.01% 1053
2023
Q3 		$240K Buy
1,311
+167
+15% +$34.1K ﹤0.01% 1013
2023
Q2 		$269K Buy
+1,144
New +$241K ﹤0.01% 983
2016
Q3 		– Sell
-2,239
Closed -$288K – 165
2016
Q2 		$288K Buy
2,239
+5
+0.2% +$606 0.09% 115
2016
Q1 		$255K Buy
+2,234
New +$235K 0.09% 115

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Lido Advisors's EFX Position: Q2 2026 in Review

Lido Advisors increased its Equifax (EFX) stake by 26% in Q2 2026, buying an estimated $396K and bringing the position to 11,362 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Lido Advisors first reported a position in EFX in Q1 2016 and has held it in 15 quarters since. The position peaked at $3.15M in Q3 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Lido Advisors held 11,362 shares of Equifax worth $1.8M as of Q2 2026.
  • Lido Advisors bought 2,323 Equifax shares in Q2 2026, an estimated $396K.
  • Equifax made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #839 holding.
  • Lido Advisors first reported a position in Equifax in Q1 2016 and has held it in 15 quarters since.
  • Lido Advisors's Equifax position peaked at $3.15M in Q3 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.