SMA
EFX icon

Sage Mountain Advisors’s Equifax EFX Stock Holding History

Sage Mountain Advisors’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
-967
Closed -$210K – 380
2025
Q4 		$210K Buy
+967
New +$212K 0.01% 469
2024
Q4 		– Sell
-739
Closed -$217K – 490
2024
Q3 		$217K Buy
+739
New +$208K 0.02% 368

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

Sage Mountain Advisors's EFX Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Equifax (EFX) in Q1 2026, closing a stake of 967 shares — an estimated $210K sold.

Sage Mountain Advisors first reported a position in EFX in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 967 Equifax shares in Q1 2026, an estimated $210K.
  • Sage Mountain Advisors first reported a position in Equifax in Q3 2024 and held it in 2 quarters.
  • Sage Mountain Advisors's Equifax position peaked at $217K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.