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Mount Yale Investment Advisors’s Equifax EFX Stock Holding History

Mount Yale 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
Q1 		$554K Buy
3,076
+917
+42% +$182K 0.01% 686
2025
Q4 		$468K Buy
+2,159
New +$473K 0.02% 475
2025
Q3 		– Sell
-177
Closed -$45.9K – 923
2025
Q2 		$45.9K Buy
+177
New +$45K ﹤0.01% 836

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

Mount Yale Investment Advisors's EFX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Equifax (EFX) stake by 42% in Q1 2026, buying an estimated $182K and bringing the position to 3,076 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #686.

Mount Yale Investment Advisors first reported a position in EFX in Q2 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Mount Yale Investment Advisors held 3,076 shares of Equifax worth $554K as of Q1 2026.
  • Mount Yale Investment Advisors bought 917 Equifax shares in Q1 2026, an estimated $182K.
  • Equifax made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #686 holding.
  • Mount Yale Investment Advisors first reported a position in Equifax in Q2 2025 and has held it in 3 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.