Novak & Powell Financial Services’s Equifax EFX Stock Holding History

Novak & Powell Financial Services’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	$714K	Buy	3,963 +10	+0.3%	+$1.99K	0.38%	58
2025 Q4	$858K	Buy	3,953 +7	+0.2%	+$1.53K	0.45%	48
2025 Q3	$1.01M	Buy	3,946 +7	+0.2%	+$1.76K	0.53%	46
2025 Q2	$1.02M	Buy	3,939 +6	+0.2%	+$1.53K	0.71%	32
2025 Q1	$958K	Buy	3,933 +6	+0.2%	+$1.51K	0.6%	40
2024 Q4	$1M	Buy	3,927 +5	+0.1%	+$1.34K	0.6%	41
2024 Q3	$1.15M	Sell	3,922 -16	-0.4%	-$4.51K	0.67%	38
2024 Q2	$955K	Buy	3,938 +3	+0.1%	+$716	0.59%	44
2024 Q1	$1.05M	Buy	3,935 +3	+0.1%	+$763	0.79%	29
2023 Q4	$972K	Buy	+3,932	New	+$798K	0.65%	41

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

Novak & Powell Financial Services's EFX Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Equifax (EFX) stake by 0.25% in Q1 2026, buying an estimated $1.99K and bringing the position to 3,963 shares worth $714K. The position accounts for 0.38% of the portfolio, ranked #58.

Novak & Powell Financial Services first reported a position in EFX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2024. 872 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Novak & Powell Financial Services held 3,963 shares of Equifax worth $714K as of Q1 2026.
Novak & Powell Financial Services bought 10 Equifax shares in Q1 2026, an estimated $1.99K.
Equifax made up 0.38% of Novak & Powell Financial Services's portfolio in Q1 2026, its #58 holding.
Novak & Powell Financial Services first reported a position in Equifax in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Equifax position peaked at $1.15M in Q3 2024.
872 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.