Pettee Investors’s Equifax EFX Stock Holding History

Pettee Investors’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	$1.17M	Sell	7,359 -152	-2%	-$25.9K	0.57%	53
2026 Q1	$1.31M	Buy	7,511 +359	+5%	+$71.3K	0.67%	43
2025 Q4	$1.55M	Sell	7,152 -1,890	-21%	-$414K	0.87%	36
2025 Q3	$2.32M	Buy	9,042 +470	+5%	+$118K	1.28%	24
2025 Q2	$2.22M	Buy	+8,572	New	+$2.18M	1.33%	23
2024 Q1	–	Sell	-1,413	Closed	-$349K	–	118
2023 Q4	$349K	Hold	1,413	–	–	0.15%	99
2023 Q3	$259K	Hold	1,413	–	–	0.12%	109
2023 Q2	$332K	Hold	1,413	–	–	0.15%	100
2023 Q1	$287K	Hold	1,413	–	–	0.14%	103
2022 Q4	$275K	Hold	1,413	–	–	0.13%	101
2022 Q3	$242K	Sell	1,413 -425	-23%	-$83.3K	0.13%	105
2022 Q2	$336K	Sell	1,838 -133	-7%	-$26.6K	0.17%	101
2022 Q1	$467K	Hold	1,971	–	–	0.21%	97
2021 Q4	$577K	Hold	1,971	–	–	0.24%	96
2021 Q3	$499K	Hold	1,971	–	–	0.23%	96
2021 Q2	$472K	Hold	1,971	–	–	0.22%	95
2021 Q1	$357K	Hold	1,971	–	–	0.17%	105
2020 Q4	$380K	Hold	1,971	–	–	0.2%	95
2020 Q3	$309K	Hold	1,971	–	–	0.18%	102
2020 Q2	$339K	Hold	1,971	–	–	0.21%	95
2020 Q1	$235K	Hold	1,971	–	–	0.17%	100
2019 Q4	$276K	Hold	1,971	–	–	0.16%	106
2019 Q3	$277K	Hold	1,971	–	–	0.17%	104
2019 Q2	$267K	Sell	1,971 -397	-17%	-$49.8K	0.17%	108
2019 Q1	$281K	Hold	2,368	–	–	0.18%	104
2018 Q4	$221K	Hold	2,368	–	–	0.16%	104
2018 Q3	$309K	Hold	2,368	–	–	0.18%	104
2018 Q2	$296K	Hold	2,368	–	–	0.19%	103
2018 Q1	$279K	Hold	2,368	–	–	0.17%	105
2017 Q4	$279K	Hold	2,368	–	–	0.17%	107
2017 Q3	$251K	Sell	2,368 -5,130	-68%	-$678K	0.16%	108
2017 Q2	$1.03M	Hold	7,498	–	–	0.91%	31
2017 Q1	$1.02M	Buy	7,498 +175	+2%	+$22.3K	0.93%	31
2016 Q4	$866K	Buy	7,323 +2,585	+55%	+$316K	0.82%	32
2016 Q3	$638K	Hold	4,738	–	–	0.62%	37
2016 Q2	$608K	Hold	4,738	–	–	0.59%	40
2016 Q1	$542K	Hold	4,738	–	–	0.56%	41
2015 Q4	$528K	Hold	4,738	–	–	0.51%	41
2015 Q3	$460K	Hold	4,738	–	–	0.48%	41
2015 Q2	$460K	Hold	4,738	–	–	0.45%	41
2015 Q1	$441K	Hold	4,738	–	–	0.43%	41
2014 Q4	$383K	Hold	4,738	–	–	0.37%	43
2014 Q3	$354K	Hold	4,738	–	–	0.35%	45
2014 Q2	$344K	Hold	4,738	–	–	0.31%	46
2014 Q1	$322K	Hold	4,738	–	–	0.3%	45
2013 Q4	$327K	Buy	+4,738	New	+$308K	0.31%	44

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Pettee Investors's EFX Position: Q2 2026 in Review

Pettee Investors reduced its Equifax (EFX) stake by 2% in Q2 2026, selling an estimated $25.9K and leaving 7,359 shares worth $1.17M. The position accounts for 0.57% of the portfolio, ranked #53.

Pettee Investors first reported a position in EFX in Q4 2013 and has held it in 46 quarters since. The position peaked at $2.32M in Q3 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Pettee Investors held 7,359 shares of Equifax worth $1.17M as of Q2 2026.
Pettee Investors sold 152 Equifax shares in Q2 2026, an estimated $25.9K.
Equifax made up 0.57% of Pettee Investors's portfolio in Q2 2026, its #53 holding.
Pettee Investors first reported a position in Equifax in Q4 2013 and has held it in 46 quarters since.
Pettee Investors's Equifax position peaked at $2.32M in Q3 2025.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.