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Summit Trail Advisors’s Equifax EFX Stock Holding History

Summit Trail Advisors’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 		$1.16M Buy
7,331
+1,663
+29% +$283K 0.01% 919
2026
Q1 		$1.02M Sell
5,668
-1,617
-22% -$321K 0.01% 919
2025
Q4 		$1.58M Buy
7,285
+2,091
+40% +$458K 0.03% 553
2025
Q3 		$1.33M Buy
5,194
+4,286
+472% +$1.08M 0.02% 669
2025
Q2 		$236K Buy
+908
New +$231K ﹤0.01% 1000
2018
Q1 		– Sell
-560
Closed -$69K – 785
2017
Q4 		$69K Buy
+560
New +$62.9K 0.01% 732

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
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

Summit Trail Advisors's EFX Position: Q2 2026 in Review

Summit Trail Advisors increased its Equifax (EFX) stake by 29% in Q2 2026, buying an estimated $283K and bringing the position to 7,331 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #919.

Summit Trail Advisors first reported a position in EFX in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Summit Trail Advisors held 7,331 shares of Equifax worth $1.16M as of Q2 2026.
  • Summit Trail Advisors bought 1,663 Equifax shares in Q2 2026, an estimated $283K.
  • Equifax made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #919 holding.
  • Summit Trail Advisors first reported a position in Equifax in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Equifax position peaked at $1.58M in Q4 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.