Roundview Capital’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $310K | Sell |
1,720
-234
| -12% | -$46.5K | 0.02% | 298 |
|
|
2025
Q4 | $424K | Hold |
1,954
| – | – | 0.03% | 269 |
|
|
2025
Q3 | $501K | Sell |
1,954
-40
| -2% | -$10.1K | 0.03% | 259 |
|
|
2025
Q2 | $517K | Sell |
1,994
-2
| -0.1% | -$509 | 0.03% | 257 |
|
|
2025
Q1 | $486K | Sell |
1,996
-6
| -0.3% | -$1.51K | 0.04% | 260 |
|
|
2024
Q4 | $510K | Hold |
2,002
| – | – | 0.04% | 271 |
|
|
2024
Q3 | $588K | Hold |
2,002
| – | – | 0.04% | 256 |
|
|
2024
Q2 | $485K | Sell |
2,002
-73
| -4% | -$17.4K | 0.04% | 258 |
|
|
2024
Q1 | $555K | Hold |
2,075
| – | – | 0.05% | 248 |
|
|
2023
Q4 | $513K | Sell |
2,075
-70
| -3% | -$14.2K | 0.05% | 243 |
|
|
2023
Q3 | $393K | Sell |
2,145
-25
| -1% | -$5.1K | 0.04% | 251 |
|
|
2023
Q2 | $511K | Hold |
2,170
| – | – | 0.05% | 242 |
|
|
2023
Q1 | $440K | Buy |
2,170
+36
| +2% | +$7.49K | 0.05% | 247 |
|
|
2022
Q4 | $415K | Sell |
2,134
-80
| -4% | -$14.6K | 0.05% | 238 |
|
|
2022
Q3 | $380K | Buy |
2,214
+405
| +22% | +$79.3K | 0.05% | 229 |
|
|
2022
Q2 | $331K | Buy |
1,809
+444
| +33% | +$88.9K | 0.04% | 242 |
|
|
2022
Q1 | $324K | Hold |
1,365
| – | – | 0.03% | 250 |
|
|
2021
Q4 | $400K | Hold |
1,365
| – | – | 0.04% | 249 |
|
|
2021
Q3 | $346K | Hold |
1,365
| – | – | 0.04% | 251 |
|
|
2021
Q2 | $327K | Hold |
1,365
| – | – | 0.04% | 250 |
|
|
2021
Q1 | $247K | Hold |
1,365
| – | – | 0.03% | 253 |
|
|
2020
Q4 | $263K | Sell |
1,365
-190
| -12% | -$31.9K | 0.04% | 233 |
|
|
2020
Q3 | $244K | Hold |
1,555
| – | – | 0.04% | 227 |
|
|
2020
Q2 | $267K | Buy |
+1,555
| New | +$230K | 0.05% | 215 |
|
|
2020
Q1 | – | Sell |
-1,605
| Closed | -$225K | – | 224 |
|
|
2019
Q4 | $225K | Hold |
1,605
| – | – | 0.04% | 217 |
|
|
2019
Q3 | $226K | Hold |
1,605
| – | – | 0.05% | 213 |
|
|
2019
Q2 | $217K | Buy |
+1,605
| New | +$201K | 0.05% | 212 |
|
|
2018
Q4 | – | Sell |
-2,940
| Closed | -$384K | – | 209 |
|
|
2018
Q3 | $384K | Buy |
2,940
+75
| +3% | +$9.77K | 0.09% | 176 |
|
|
2018
Q2 | $358K | Buy |
2,865
+310
| +12% | +$36.7K | 0.09% | 183 |
|
|
2018
Q1 | $301K | Sell |
2,555
-5,720
| -69% | -$687K | 0.08% | 182 |
|
|
2017
Q4 | $976K | Buy |
+8,275
| New | +$930K | 0.25% | 108 |
|
Other funds holding EFX
VCM
VPM
SCP
Roundview Capital's EFX Position: Q1 2026 in Review
Roundview Capital reduced its Equifax (EFX) stake by 12% in Q1 2026, selling an estimated $46.5K and leaving 1,720 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #298.
Roundview Capital first reported a position in EFX in Q4 2017 and has held it in 31 quarters since. The position peaked at $976K in Q4 2017. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- Roundview Capital held 1,720 shares of Equifax worth $310K as of Q1 2026.
- Roundview Capital sold 234 Equifax shares in Q1 2026, an estimated $46.5K.
- Equifax made up 0.02% of Roundview Capital's portfolio in Q1 2026, its #298 holding.
- Roundview Capital first reported a position in Equifax in Q4 2017 and has held it in 31 quarters since.
- Roundview Capital's Equifax position peaked at $976K in Q4 2017.
- 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.