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EFX icon

NewEdge Advisors’s Equifax EFX Stock Holding History

NewEdge 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 		$398K Buy
2,208
+2,127
+2,626% +$422K ﹤0.01% 2159
2025
Q4 		$17.6K Sell
81
-1,385
-94% -$303K ﹤0.01% 3293
2025
Q3 		$376K Buy
1,466
+136
+10% +$34.2K ﹤0.01% 2019
2025
Q2 		$345K Buy
1,330
+1,044
+365% +$266K ﹤0.01% 1932
2025
Q1 		$69.6K Hold
286
– – ﹤0.01% 2425
2024
Q4 		$72.8K Buy
286
+28
+11% +$7.5K ﹤0.01% 2390
2024
Q3 		$75.7K Sell
258
-17
-6% -$4.79K ﹤0.01% 2288
2024
Q2 		$66.6K Sell
275
-46
-14% -$11K ﹤0.01% 2248
2024
Q1 		$85.9K Sell
321
-8
-2% -$2.04K ﹤0.01% 2112
2023
Q4 		$81.3K Buy
329
+164
+99% +$33.3K ﹤0.01% 2026
2023
Q3 		$30.2K Buy
165
+11
+7% +$2.25K ﹤0.01% 2254
2023
Q2 		$36.4K Sell
154
-12
-7% -$2.53K ﹤0.01% 2191
2023
Q1 		$33.8K Sell
166
-39
-19% -$8.12K ﹤0.01% 2159
2022
Q4 		$7.61K Buy
+205
New +$37.5K ﹤0.01% 2457
2020
Q4 		– Sell
-7,635
Closed -$1.2M – 1013
2020
Q3 		$1.2M Buy
+7,635
New +$1.25M 0.04% 343
2017
Q3 		– Sell
-1,558
Closed -$217K – 572
2017
Q2 		$217K Buy
+1,558
New +$214K 0.04% 308

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

NewEdge Advisors's EFX Position: Q1 2026 in Review

NewEdge Advisors increased its Equifax (EFX) stake by 2,626% in Q1 2026, buying an estimated $422K and bringing the position to 2,208 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

NewEdge Advisors first reported a position in EFX in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.2M in Q3 2020. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • NewEdge Advisors held 2,208 shares of Equifax worth $398K as of Q1 2026.
  • NewEdge Advisors bought 2,127 Equifax shares in Q1 2026, an estimated $422K.
  • Equifax made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2159 holding.
  • NewEdge Advisors first reported a position in Equifax in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's Equifax position peaked at $1.2M in Q3 2020.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.