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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
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 $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 Trail Advisors's EFX Position: Q1 2026 in Review

Summit Trail Advisors reduced its Equifax (EFX) stake by 22% in Q1 2026, selling an estimated $321K and leaving 5,668 shares worth $1.02M. 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 5 quarters since. The position peaked at $1.58M in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Summit Trail Advisors held 5,668 shares of Equifax worth $1.02M as of Q1 2026.
  • Summit Trail Advisors sold 1,617 Equifax shares in Q1 2026, an estimated $321K.
  • Equifax made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #919 holding.
  • Summit Trail Advisors first reported a position in Equifax in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Equifax position peaked at $1.58M in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.