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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
Q2 		$261K Sell
1,610
-629
-28% -$107K ﹤0.01% 1594
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Savant Capital's EFX Position: Q2 2026 in Review

Savant Capital reduced its Equifax (EFX) stake by 28% in Q2 2026, selling an estimated $107K and leaving 1,610 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Savant Capital first reported a position in EFX in Q3 2024 and has held it in 6 quarters since. The position peaked at $403K in Q1 2026. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Savant Capital held 1,610 shares of Equifax worth $261K as of Q2 2026.
  • Savant Capital sold 629 Equifax shares in Q2 2026, an estimated $107K.
  • Equifax made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1594 holding.
  • Savant Capital first reported a position in Equifax in Q3 2024 and has held it in 6 quarters since.
  • Savant Capital's Equifax position peaked at $403K in Q1 2026.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.