Silvercrest Asset Management’s Equifax EFX Stock Holding History

Silvercrest Asset 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	$437K	Hold	2,425	–	–	﹤0.01%	709
2025 Q4	$526K	Hold	2,425	–	–	﹤0.01%	708
2025 Q3	$622K	Hold	2,425	–	–	﹤0.01%	671
2025 Q2	$629K	Buy	2,425 +8	+0.3%	+$2.04K	﹤0.01%	680
2025 Q1	$589K	Hold	2,417	–	–	﹤0.01%	673
2024 Q4	$616K	Hold	2,417	–	–	﹤0.01%	662
2024 Q3	$710K	Sell	2,417 -500	-17%	-$141K	﹤0.01%	608
2024 Q2	$707K	Hold	2,917	–	–	﹤0.01%	668
2024 Q1	$780K	Sell	2,917 -49	-2%	-$12.5K	0.01%	646
2023 Q4	$733K	Buy	2,966 +315	+12%	+$63.9K	0.01%	621
2023 Q3	$486K	Hold	2,651	–	–	﹤0.01%	685
2023 Q2	$624K	Buy	2,651 +5	+0.2%	+$1.05K	﹤0.01%	653
2023 Q1	$537K	Hold	2,646	–	–	﹤0.01%	642
2022 Q4	$514K	Hold	2,646	–	–	﹤0.01%	641
2022 Q3	$454K	Hold	2,646	–	–	﹤0.01%	647
2022 Q2	$484K	Sell	2,646 -4	-0.2%	-$801	﹤0.01%	646
2022 Q1	$628K	Sell	2,650 -212	-7%	-$50K	﹤0.01%	658
2021 Q4	$838K	Hold	2,862	–	–	0.01%	604
2021 Q3	$725K	Hold	2,862	–	–	﹤0.01%	623
2021 Q2	$685K	Sell	2,862 -11	-0.4%	-$2.46K	﹤0.01%	624
2021 Q1	$520K	Buy	2,873 +11	+0.4%	+$1.94K	﹤0.01%	658
2020 Q4	$552K	Buy	2,862 +208	+8%	+$35K	﹤0.01%	617
2020 Q3	$416K	Buy	2,654 +8	+0.3%	+$1.31K	﹤0.01%	627
2020 Q2	$455K	Hold	2,646	–	–	﹤0.01%	618
2020 Q1	$316K	Hold	2,646	–	–	﹤0.01%	615
2019 Q4	$371K	Sell	2,646 -447	-14%	-$61.9K	﹤0.01%	632
2019 Q3	$435K	Hold	3,093	–	–	﹤0.01%	598
2019 Q2	$418K	Hold	3,093	–	–	﹤0.01%	453
2019 Q1	$367K	Hold	3,093	–	–	﹤0.01%	457
2018 Q4	$288K	Sell	3,093 -176	-5%	-$18.7K	﹤0.01%	444
2018 Q3	$427K	Hold	3,269	–	–	﹤0.01%	423
2018 Q2	$409K	Hold	3,269	–	–	﹤0.01%	424
2018 Q1	$385K	Hold	3,269	–	–	﹤0.01%	435
2017 Q4	$385K	Hold	3,269	–	–	﹤0.01%	443
2017 Q3	$346K	Sell	3,269 -2,700	-45%	-$357K	﹤0.01%	454
2017 Q2	$820K	Hold	5,969	–	–	0.01%	363
2017 Q1	$816K	Hold	5,969	–	–	0.01%	365
2016 Q4	$706K	Sell	5,969 -83	-1%	-$10.1K	0.01%	381
2016 Q3	$814K	Hold	6,052	–	–	0.01%	360
2016 Q2	$777K	Hold	6,052	–	–	0.01%	361
2016 Q1	$692K	Hold	6,052	–	–	0.01%	377
2015 Q4	$674K	Hold	6,052	–	–	0.01%	397
2015 Q3	$588K	Hold	6,052	–	–	0.01%	367
2015 Q2	$588K	Hold	6,052	–	–	0.01%	387
2015 Q1	$563K	Hold	6,052	–	–	0.01%	366
2014 Q4	$489K	Hold	6,052	–	–	0.01%	365
2014 Q3	$452K	Hold	6,052	–	–	0.01%	368
2014 Q2	$439K	Hold	6,052	–	–	0.01%	370
2014 Q1	$412K	Hold	6,052	–	–	0.01%	361
2013 Q4	$418K	Hold	6,052	–	–	0.01%	365
2013 Q3	$362K	Hold	6,052	–	–	0.01%	368
2013 Q2	$357K	Buy	+6,052	New	+$365K	0.01%	360

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Silvercrest Asset Management's EFX Position: Q1 2026 in Review

Silvercrest Asset Management held its Equifax (EFX) position steady in Q1 2026 at 2,425 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Silvercrest Asset Management first reported a position in EFX in Q2 2013 and has held it in 52 quarters since. The position peaked at $838K in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Silvercrest Asset Management held 2,425 shares of Equifax worth $437K as of Q1 2026.
Silvercrest Asset Management left its Equifax share count unchanged in Q1 2026.
Equifax made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #709 holding.
Silvercrest Asset Management first reported a position in Equifax in Q2 2013 and has held it in 52 quarters since.
Silvercrest Asset Management's Equifax position peaked at $838K in Q4 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.