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Summit Securities Group’s Equifax EFX Stock Holding History

Summit Securities Group’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 		$3.6K Sell
20
-161
-89% -$32K ﹤0.01% 857
2025
Q4 		$39.3K Sell
181
-66
-27% -$14.5K 0.01% 663
2025
Q3 		$63.4K Buy
247
+163
+194% +$41K 0.01% 498
2025
Q2 		$21.8K Buy
+84
New +$21.4K ﹤0.01% 707
2023
Q3 		– Sell
-160
Closed -$38K – 688
2023
Q2 		$38K Sell
160
-81
-34% -$17K 0.01% 474
2023
Q1 		$49K Buy
241
+117
+94% +$24.4K ﹤0.01% 433
2022
Q4 		$24K Buy
+124
New +$22.7K ﹤0.01% 866
2022
Q3 		– Sell
-254
Closed -$46K – 989
2022
Q2 		$46K Buy
254
+22
+9% +$4.4K 0.01% 566
2022
Q1 		$55K Buy
+232
New +$54.7K 0.01% 590
2017
Q2 		– Sell
-5,155
Closed -$705K – 274
2017
Q1 		$705K Buy
+5,155
New +$656K 0.2% 104
2016
Q1 		– Sell
-1,863
Closed -$207K – 201
2015
Q4 		$207K Buy
+1,863
New +$201K 0.07% 194

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 Securities Group's EFX Position: Q1 2026 in Review

Summit Securities Group reduced its Equifax (EFX) stake by 89% in Q1 2026, selling an estimated $32K and leaving 20 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Summit Securities Group first reported a position in EFX in Q4 2015 and has held it in 11 quarters since. The position peaked at $705K in Q1 2017. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Summit Securities Group held 20 shares of Equifax worth $3.6K as of Q1 2026.
  • Summit Securities Group sold 161 Equifax shares in Q1 2026, an estimated $32K.
  • Equifax made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #857 holding.
  • Summit Securities Group first reported a position in Equifax in Q4 2015 and has held it in 11 quarters since.
  • Summit Securities Group's Equifax position peaked at $705K in Q1 2017.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.