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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
Q2 		$499K Buy
3,146
+938
+42% +$160K ﹤0.01% 2149
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 $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

NewEdge Advisors's EFX Position: Q2 2026 in Review

NewEdge Advisors increased its Equifax (EFX) stake by 42% in Q2 2026, buying an estimated $160K and bringing the position to 3,146 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

NewEdge Advisors first reported a position in EFX in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.2M in Q3 2020. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • NewEdge Advisors held 3,146 shares of Equifax worth $499K as of Q2 2026.
  • NewEdge Advisors bought 938 Equifax shares in Q2 2026, an estimated $160K.
  • Equifax made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2149 holding.
  • NewEdge Advisors first reported a position in Equifax in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's Equifax position peaked at $1.2M in Q3 2020.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.