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Moneta Group Investment Advisors’s Equifax EFX Stock Holding History

Moneta Group Investment 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 		$7M Sell
44,103
-432
-1% -$73.6K 0.05% 145
2026
Q1 		$8.02M Sell
44,535
-1,118
-2% -$222K 0.06% 121
2025
Q4 		$9.91M Sell
45,653
-1,145
-2% -$251K 0.08% 114
2025
Q3 		$12M Buy
46,798
+3,285
+8% +$826K 0.1% 102
2025
Q2 		$11.3M Sell
43,513
-483
-1% -$123K 0.13% 92
2025
Q1 		$10.7M Sell
43,996
-2,069
-4% -$520K 0.15% 88
2024
Q4 		$11.7M Buy
46,065
+18,234
+66% +$4.89M 0.16% 77
2024
Q3 		$8.18M Sell
27,831
-3,876
-12% -$1.09M 0.12% 101
2024
Q2 		$7.69M Sell
31,707
-661
-2% -$158K 0.12% 98
2024
Q1 		$8.66M Sell
32,368
-667
-2% -$170K 0.14% 92
2023
Q4 		$8.17M Sell
33,035
-433
-1% -$87.8K 0.16% 79
2023
Q3 		$6.13M Sell
33,468
-1,334
-4% -$272K 0.14% 86
2023
Q2 		$8.19M Sell
34,802
-161
-0.5% -$33.9K 0.18% 74
2023
Q1 		$7.09M Buy
34,963
+3,926
+13% +$817K 0.17% 80
2022
Q4 		$6.9M Sell
31,037
-5,701
-16% -$1.04M 0.19% 79
2022
Q3 		$6.3M Sell
36,738
-23,329
-39% -$4.57M 0.24% 78
2022
Q2 		$11M Buy
60,067
+50,316
+516% +$10.1M 0.37% 57
2022
Q1 		$2.31M Sell
9,751
-2,025
-17% -$477K 0.09% 127
2021
Q4 		$3.45M Buy
11,776
+4,819
+69% +$1.34M 0.14% 101
2021
Q3 		$1.76M Sell
6,957
-604
-8% -$157K 0.08% 136
2021
Q2 		$1.81M Sell
7,561
-30
-0.4% -$6.71K 0.08% 142
2021
Q1 		$1.38M Sell
7,591
-1,287
-14% -$227K 0.07% 149
2020
Q4 		$1.71M Buy
+8,878
New +$1.49M 0.12% 108
2019
Q3 		– Sell
-969
Closed -$131K – 283
2019
Q2 		$131K Sell
969
-136
-12% -$17.1K 0.01% 221
2019
Q1 		$131K Sell
1,105
-302
-21% -$32.2K 0.01% 214
2018
Q4 		$131K Buy
+1,407
New +$150K 0.02% 201
2015
Q4 		– Sell
-129
Closed -$13K – 220
2015
Q3 		$13K Buy
+129
New +$12.8K ﹤0.01% 379

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

Moneta Group Investment Advisors's EFX Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Equifax (EFX) stake by 0.97% in Q2 2026, selling an estimated $73.6K and leaving 44,103 shares worth $7M. The position accounts for 0.05% of the portfolio, ranked #145.

Moneta Group Investment Advisors first reported a position in EFX in Q3 2015 and has held it in 27 quarters since. The position peaked at $12M in Q3 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Moneta Group Investment Advisors held 44,103 shares of Equifax worth $7M as of Q2 2026.
  • Moneta Group Investment Advisors sold 432 Equifax shares in Q2 2026, an estimated $73.6K.
  • Equifax made up 0.05% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • Moneta Group Investment Advisors first reported a position in Equifax in Q3 2015 and has held it in 27 quarters since.
  • Moneta Group Investment Advisors's Equifax position peaked at $12M in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.