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Northeast Investment Management’s Equifax EFX Stock Holding History

Northeast 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 		– Sell
-1,073
Closed -$233K – 191
2025
Q4 		$233K Sell
1,073
-2
-0.2% -$438 0.01% 176
2025
Q3 		$276K Buy
+1,075
New +$270K 0.01% 161
2024
Q4 		– Sell
-761
Closed -$224K – 186
2024
Q3 		$224K Buy
+761
New +$215K 0.01% 174
2024
Q2 		– Sell
-776
Closed -$208K – 184
2024
Q1 		$208K Buy
+776
New +$197K 0.01% 180
2022
Q2 		– Sell
-904
Closed -$214K – 188
2022
Q1 		$214K Hold
904
– – 0.01% 197
2021
Q4 		$265K Hold
904
– – 0.01% 183
2021
Q3 		$229K Hold
904
– – 0.01% 183
2021
Q2 		$217K Buy
+904
New +$202K 0.01% 180

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

Northeast Investment Management's EFX Position: Q1 2026 in Review

Northeast Investment Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,073 shares — an estimated $233K sold.

Northeast Investment Management first reported a position in EFX in Q2 2021 and held it in 8 quarters. The position peaked at $276K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Northeast Investment Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Northeast Investment Management sold 1,073 Equifax shares in Q1 2026, an estimated $233K.
  • Northeast Investment Management first reported a position in Equifax in Q2 2021 and held it in 8 quarters.
  • Northeast Investment Management's Equifax position peaked at $276K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Northeast Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.