MAI Capital Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.12M | Buy |
19,635
+15,052
| +328% | +$2.57M | 0.01% | 577 |
|
|
2026
Q1 | $825K | Buy |
4,583
+1,517
| +49% | +$301K | ﹤0.01% | 841 |
|
|
2025
Q4 | $665K | Sell |
3,066
-8
| -0.3% | -$1.75K | ﹤0.01% | 874 |
|
|
2025
Q3 | $789K | Sell |
3,074
-37
| -1% | -$9.3K | ﹤0.01% | 780 |
|
|
2025
Q2 | $807K | Buy |
3,111
+557
| +22% | +$142K | 0.01% | 711 |
|
|
2025
Q1 | $622K | Buy |
2,554
+6
| +0.2% | +$1.51K | ﹤0.01% | 752 |
|
|
2024
Q4 | $649K | Buy |
+2,548
| New | +$683K | ﹤0.01% | 762 |
|
|
2022
Q3 | – | Sell |
-1,473
| Closed | -$269K | – | 972 |
|
|
2022
Q2 | $269K | Buy |
1,473
+55
| +4% | +$11K | 0.01% | 712 |
|
|
2022
Q1 | $336K | Buy |
1,418
+3
| +0.2% | +$707 | 0.01% | 665 |
|
|
2021
Q4 | $414K | Buy |
1,415
+9
| +0.6% | +$2.5K | 0.01% | 625 |
|
|
2021
Q3 | $356K | Buy |
1,406
+167
| +13% | +$43.4K | 0.01% | 583 |
|
|
2021
Q2 | $297K | Buy |
1,239
+22
| +2% | +$4.92K | 0.01% | 603 |
|
|
2021
Q1 | $220K | Buy |
1,217
+81
| +7% | +$14.3K | ﹤0.01% | 650 |
|
|
2020
Q4 | $219K | Sell |
1,136
-527
| -32% | -$88.6K | 0.01% | 604 |
|
|
2020
Q3 | $261K | Buy |
+1,663
| New | +$272K | 0.01% | 493 |
|
|
2020
Q2 | – | Sell |
-2,093
| Closed | -$250K | – | 556 |
|
|
2020
Q1 | $250K | Sell |
2,093
-251
| -11% | -$36.5K | 0.01% | 462 |
|
|
2019
Q4 | $328K | Hold |
2,344
| – | – | 0.01% | 449 |
|
|
2019
Q3 | $330K | Hold |
2,344
| – | – | 0.01% | 405 |
|
|
2019
Q2 | $317K | Buy |
+2,344
| New | +$294K | 0.01% | 414 |
|
|
2017
Q3 | – | Sell |
-7,285
| Closed | -$1M | – | 449 |
|
|
2017
Q2 | $1M | Sell |
7,285
-160
| -2% | -$22K | 0.06% | 195 |
|
|
2017
Q1 | $1.02M | Buy |
7,445
+116
| +2% | +$14.8K | 0.07% | 190 |
|
|
2016
Q4 | $867K | Hold |
7,329
| – | – | 0.06% | 197 |
|
|
2016
Q3 | $986K | Sell |
7,329
-110
| -1% | -$14.6K | 0.07% | 179 |
|
|
2016
Q2 | $955K | Sell |
7,439
-1,418
| -16% | -$172K | 0.07% | 180 |
|
|
2016
Q1 | $1.01M | Sell |
8,857
-513
| -5% | -$54K | 0.08% | 174 |
|
|
2015
Q4 | $1.04M | Buy |
9,370
+125
| +1% | +$13.5K | 0.08% | 174 |
|
|
2015
Q3 | $898K | Sell |
9,245
-125
| -1% | -$12.4K | 0.07% | 201 |
|
|
2015
Q2 | $910K | Sell |
9,370
-250
| -3% | -$24.4K | 0.06% | 217 |
|
|
2015
Q1 | $895K | Sell |
9,620
-90
| -0.9% | -$7.99K | 0.06% | 219 |
|
|
2014
Q4 | $785K | Hold |
9,710
| – | – | 0.06% | 231 |
|
|
2014
Q3 | $726K | Buy |
9,710
+238
| +3% | +$18.1K | 0.07% | 193 |
|
|
2014
Q2 | $687K | Sell |
9,472
-838
| -8% | -$58.8K | 0.07% | 194 |
|
|
2014
Q1 | $701K | Sell |
10,310
-650
| -6% | -$45.5K | 0.07% | 179 |
|
|
2013
Q4 | $757K | Buy |
10,960
+110
| +1% | +$7.15K | 0.08% | 166 |
|
|
2013
Q3 | $649K | Hold |
10,850
| – | – | 0.08% | 157 |
|
|
2013
Q2 | $639K | Buy |
+10,850
| New | +$655K | 0.08% | 147 |
|
Other funds holding EFX
SCP
MAI Capital Management's EFX Position: Q2 2026 in Review
MAI Capital Management increased its Equifax (EFX) stake by 328% in Q2 2026, buying an estimated $2.57M and bringing the position to 19,635 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #577.
MAI Capital Management first reported a position in EFX in Q2 2013 and has held it in 36 quarters since. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.
- MAI Capital Management held 19,635 shares of Equifax worth $3.12M as of Q2 2026.
- MAI Capital Management bought 15,052 Equifax shares in Q2 2026, an estimated $2.57M.
- Equifax made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #577 holding.
- MAI Capital Management first reported a position in Equifax in Q2 2013 and has held it in 36 quarters since.
- 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.
Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.