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Savant Capital’s Equifax EFX Stock Holding History

Savant Capital’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 		$403K Buy
2,239
+1,037
+86% +$206K ﹤0.01% 1022
2025
Q4 		$261K Sell
1,202
-160
-12% -$35K ﹤0.01% 1145
2025
Q3 		$349K Sell
1,362
-33
-2% -$8.29K ﹤0.01% 946
2025
Q2 		$362K Buy
+1,395
New +$355K ﹤0.01% 879
2024
Q4 		– Sell
-766
Closed -$225K – 1447
2024
Q3 		$225K Buy
+766
New +$216K ﹤0.01% 1225

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

Savant Capital's EFX Position: Q1 2026 in Review

Savant Capital increased its Equifax (EFX) stake by 86% in Q1 2026, buying an estimated $206K and bringing the position to 2,239 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Savant Capital first reported a position in EFX in Q3 2024 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Savant Capital held 2,239 shares of Equifax worth $403K as of Q1 2026.
  • Savant Capital bought 1,037 Equifax shares in Q1 2026, an estimated $206K.
  • Equifax made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1022 holding.
  • Savant Capital first reported a position in Equifax in Q3 2024 and has held it in 5 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.