SCM
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SCS Capital Management’s Equifax EFX Stock Holding History

SCS Capital Management’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
-1,071
Closed -$232K – 478
2025
Q4 		$232K Sell
1,071
-488
-31% -$107K ﹤0.01% 455
2025
Q3 		$400K Buy
1,559
+308
+25% +$77.4K ﹤0.01% 409
2025
Q2 		$324K Buy
1,251
+126
+11% +$32K ﹤0.01% 452
2025
Q1 		$274K Buy
+1,125
New +$283K ﹤0.01% 444

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

SCS Capital Management's EFX Position: Q1 2026 in Review

SCS Capital Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,071 shares — an estimated $232K sold.

SCS Capital Management first reported a position in EFX in Q1 2025 and held it in 4 quarters. The position peaked at $400K in Q3 2025. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • SCS Capital Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • SCS Capital Management sold 1,071 Equifax shares in Q1 2026, an estimated $232K.
  • SCS Capital Management first reported a position in Equifax in Q1 2025 and held it in 4 quarters.
  • SCS Capital Management's Equifax position peaked at $400K in Q3 2025.
  • 874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.