New England Capital Financial Advisors’s Equifax EFX Stock Holding History

New England Capital Financial 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	$482K	Hold	3,034	–	–	0.12%	39
2026 Q1	$546K	Hold	3,034	–	–	0.15%	34
2025 Q4	$658K	Hold	3,034	–	–	0.26%	31
2025 Q3	$778K	Hold	3,034	–	–	0.33%	24
2025 Q2	$787K	Hold	3,034	–	–	0.36%	24
2025 Q1	$739K	Hold	3,034	–	–	0.38%	23
2024 Q4	$773K	Hold	3,034	–	–	0.38%	22
2024 Q3	$892K	Hold	3,034	–	–	0.46%	19
2024 Q2	$736K	Hold	3,034	–	–	0.41%	19
2024 Q1	$812K	Hold	3,034	–	–	0.46%	18
2023 Q4	$750K	Hold	3,034	–	–	0.45%	21
2023 Q3	$556K	Hold	3,034	–	–	0.38%	21
2023 Q2	$714K	Hold	3,034	–	–	0.47%	21
2023 Q1	$615K	Hold	3,034	–	–	0.43%	23
2022 Q4	$676K	Buy	+3,034	New	+$554K	0.48%	22

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

New England Capital Financial Advisors's EFX Position: Q2 2026 in Review

New England Capital Financial Advisors held its Equifax (EFX) position steady in Q2 2026 at 3,034 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #39.

New England Capital Financial Advisors first reported a position in EFX in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q3 2024. 256 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

New England Capital Financial Advisors held 3,034 shares of Equifax worth $482K as of Q2 2026.
New England Capital Financial Advisors left its Equifax share count unchanged in Q2 2026.
Equifax made up 0.12% of New England Capital Financial Advisors's portfolio in Q2 2026, its #39 holding.
New England Capital Financial Advisors first reported a position in Equifax in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Equifax position peaked at $892K in Q3 2024.
256 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.