MOTCO’s Equifax EFX Stock Holding History

MOTCO’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	$476	Buy	+3	New	+$511	﹤0.01%	685
2026 Q1	–	Sell	-17	Closed	-$3.69K	–	623
2025 Q4	$3.69K	Hold	17	–	–	﹤0.01%	537
2025 Q3	$4.36K	Sell	17 -1	-6%	-$251	﹤0.01%	528
2025 Q2	$4.32K	Buy	+18	New	+$4.58K	﹤0.01%	479
2024 Q1	–	Sell	-1	Closed	-$247	–	702
2023 Q4	$247	Hold	1	–	–	﹤0.01%	685
2023 Q3	$183	Sell	1 -1	-50%	-$204	﹤0.01%	767
2023 Q2	$471	Buy	+2	New	+$421	﹤0.01%	872
2021 Q1	–	Sell	-87	Closed	-$17K	–	640
2020 Q4	$17K	Buy	87 +77	+770%	+$12.9K	﹤0.01%	468
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	586
2020 Q2	$2K	Hold	10	–	–	﹤0.01%	543
2020 Q1	$1K	Buy	+10	New	+$1.45K	﹤0.01%	599
2019 Q3	–	Sell	-52	Closed	-$7K	–	583
2019 Q2	$7K	Buy	+52	New	+$6.52K	﹤0.01%	651

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

MOTCO's EFX Position: Q2 2026 in Review

MOTCO opened a new position in Equifax (EFX) in Q2 2026: 3 shares worth $476. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: MOTCO previously reported a position in EFX as recently as Q4 2025.

MOTCO first reported a position in EFX in Q2 2019 and has held it in 12 quarters since. The position peaked at $17K in Q4 2020. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

MOTCO held 3 shares of Equifax worth $476 as of Q2 2026.
Equifax was a new MOTCO position in Q2 2026.
Equifax made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #685 holding.
MOTCO first reported a position in Equifax in Q2 2019 and has held it in 12 quarters since.
MOTCO's Equifax position peaked at $17K in Q4 2020.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.