SF
EFX icon

Summit Financial’s Equifax EFX Stock Holding History

Summit Financial’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
-1,264
Closed -$274K – 1420
2025
Q4 		$274K Sell
1,264
-35
-3% -$7.66K ﹤0.01% 1112
2025
Q3 		$333K Sell
1,299
-187
-13% -$47K 0.01% 1028
2025
Q2 		$385K Buy
1,486
+68
+5% +$17.3K 0.01% 628
2025
Q1 		$345K Buy
1,418
+73
+5% +$18.3K 0.01% 584
2024
Q4 		$343K Buy
1,345
+16
+1% +$4.29K 0.01% 512
2024
Q3 		$391K Sell
1,329
-15
-1% -$4.23K 0.02% 414
2024
Q2 		$326K Buy
1,344
+423
+46% +$101K 0.01% 403
2024
Q1 		$246K Sell
921
-94
-9% -$23.9K 0.01% 345
2023
Q4 		$251K Buy
+1,015
New +$206K 0.02% 315
2023
Q3 		– Sell
-964
Closed -$227K – 337
2023
Q2 		$227K Buy
+964
New +$203K 0.02% 300

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

Summit Financial's EFX Position: Q1 2026 in Review

Summit Financial sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,264 shares — an estimated $274K sold.

Summit Financial first reported a position in EFX in Q2 2023 and held it in 10 quarters. The position peaked at $391K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Summit Financial reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 1,264 Equifax shares in Q1 2026, an estimated $274K.
  • Summit Financial first reported a position in Equifax in Q2 2023 and held it in 10 quarters.
  • Summit Financial's Equifax position peaked at $391K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.