SS
EFX icon

Sunbelt Securities’s Equifax EFX Stock Holding History

Sunbelt Securities’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 		$7.38K Buy
+41
New +$8.14K ﹤0.01% 1572
2025
Q4 		– Sell
-11
Closed -$2.82K – 2837
2025
Q3 		$2.82K Buy
+11
New +$2.77K ﹤0.01% 1768
2024
Q1 		– Sell
-2
Closed -$495 – 1752
2023
Q4 		$495 Sell
2
-11
-85% -$2.23K ﹤0.01% 1594
2023
Q3 		$2.38K Buy
13
+11
+550% +$2.25K ﹤0.01% 1448
2023
Q2 		$471 Hold
2
– – ﹤0.01% 1586
2023
Q1 		$399 Buy
+2
New +$416 ﹤0.01% 1560

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sunbelt Securities's EFX Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Equifax (EFX) in Q1 2026: 41 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #1572 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in EFX as recently as Q3 2025.

Sunbelt Securities first reported a position in EFX in Q1 2023 and has held it in 6 quarters since. 875 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Sunbelt Securities held 41 shares of Equifax worth $7.38K as of Q1 2026.
  • Equifax was a new Sunbelt Securities position in Q1 2026.
  • Equifax made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1572 holding.
  • Sunbelt Securities first reported a position in Equifax in Q1 2023 and has held it in 6 quarters since.
  • 875 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.