North Star Investment Management’s Equifax EFX Stock Holding History

North Star Investment Management’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	$1.08K	Buy	6 +2	+50%	+$397	﹤0.01%	1479
2025 Q4	$868	Buy	+4	New	+$876	﹤0.01%	1411
2024 Q2	–	Sell	-6	Closed	-$1.6K	–	1188
2024 Q1	$1.6K	Hold	6	–	–	﹤0.01%	1111
2023 Q4	$1.48K	Hold	6	–	–	﹤0.01%	1075
2023 Q3	$1.1K	Hold	6	–	–	﹤0.01%	1129
2023 Q2	$1.41K	Hold	6	–	–	﹤0.01%	1108
2023 Q1	$1.22K	Hold	6	–	–	﹤0.01%	1137
2022 Q4	$1.17K	Buy	+6	New	+$1.1K	﹤0.01%	1142
2019 Q3	–	Sell	-5,548	Closed	-$750K	–	1096
2019 Q2	$750K	Hold	5,548	–	–	0.09%	236
2019 Q1	$657K	Buy	+5,548	New	+$592K	0.08%	248

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

North Star Investment Management's EFX Position: Q1 2026 in Review

North Star Investment Management increased its Equifax (EFX) stake by 50% in Q1 2026, buying an estimated $397 and bringing the position to 6 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

North Star Investment Management first reported a position in EFX in Q1 2019 and has held it in 10 quarters since. The position peaked at $750K in Q2 2019. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

North Star Investment Management held 6 shares of Equifax worth $1.08K as of Q1 2026.
North Star Investment Management bought 2 Equifax shares in Q1 2026, an estimated $397.
Equifax made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1479 holding.
North Star Investment Management first reported a position in Equifax in Q1 2019 and has held it in 10 quarters since.
North Star Investment Management's Equifax position peaked at $750K in Q2 2019.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.