Trifecta Capital Advisors
EFX icon

Trifecta Capital Advisors’s Equifax EFX Stock Holding History

Trifecta Capital 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
Q3 		– Sell
-1
Closed -$159 – 364
2026
Q2 		$159 Buy
+1
New +$170 ﹤0.01% 474
2025
Q3 		– Sell
-10
Closed -$2.59K – 476
2025
Q2 		$2.59K Buy
10
+3
+43% +$763 ﹤0.01% 316
2025
Q1 		$1.7K Hold
7
– – ﹤0.01% 327
2024
Q4 		$1.78K Hold
7
– – ﹤0.01% 315
2024
Q3 		$2.06K Hold
7
– – ﹤0.01% 310
2024
Q2 		$1.7K Buy
+7
New +$1.67K ﹤0.01% 331

Other funds holding EFX

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Trifecta Capital Advisors's EFX Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Equifax (EFX) in Q3 2026, closing a stake of 1 share — an estimated $159 sold.

Trifecta Capital Advisors first reported a position in EFX in Q2 2024 and held it in 6 quarters. The position peaked at $2.59K in Q2 2025. 649 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Equifax position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1 Equifax share in Q3 2026, an estimated $159.
  • Trifecta Capital Advisors first reported a position in Equifax in Q2 2024 and held it in 6 quarters.
  • Trifecta Capital Advisors's Equifax position peaked at $2.59K in Q2 2025.
  • 649 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.