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United Capital Financial Advisors’s Equifax EFX Stock Holding History

United Capital Financial 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 		$647K Buy
3,594
+200
+6% +$39.7K ﹤0.01% 941
2025
Q4 		$736K Sell
3,394
-931
-22% -$204K ﹤0.01% 833
2025
Q3 		$1.11M Sell
4,325
-29
-0.7% -$7.29K 0.01% 611
2025
Q2 		$1.13M Sell
4,354
-54
-1% -$13.7K 0.01% 559
2025
Q1 		$1.07M Buy
4,408
+207
+5% +$52K 0.01% 550
2024
Q4 		$1.07M Buy
4,201
+241
+6% +$64.6K 0.01% 536
2024
Q3 		$1.16M Buy
3,960
+213
+6% +$60.1K 0.01% 508
2024
Q2 		$909K Buy
3,747
+462
+14% +$110K 0.01% 550
2024
Q1 		$879K Buy
3,285
+153
+5% +$38.9K 0.01% 589
2023
Q4 		$775K Sell
3,132
-91
-3% -$18.5K 0.01% 614
2023
Q3 		$590K Sell
3,223
-635
-16% -$130K ﹤0.01% 611
2023
Q2 		$908K Buy
3,858
+2,196
+132% +$462K ﹤0.01% 572
2023
Q1 		$337K Buy
1,662
+222
+15% +$46.2K ﹤0.01% 793
2022
Q4 		$280K Buy
1,440
+88
+7% +$16.1K ﹤0.01% 899
2022
Q3 		$232K Sell
1,352
-85
-6% -$16.7K ﹤0.01% 976
2022
Q2 		$263K Buy
1,437
+26
+2% +$5.2K ﹤0.01% 982
2022
Q1 		$334K Buy
1,411
+54
+4% +$12.7K ﹤0.01% 959
2021
Q4 		$397K Buy
1,357
+25
+2% +$6.96K ﹤0.01% 929
2021
Q3 		$337K Sell
1,332
-17
-1% -$4.42K ﹤0.01% 971
2021
Q2 		$323K Sell
1,349
-48
-3% -$10.7K ﹤0.01% 997
2021
Q1 		$253K Sell
1,397
-19
-1% -$3.36K ﹤0.01% 1032
2020
Q4 		$273K Buy
+1,416
New +$238K ﹤0.01% 1030
2020
Q1 		– Sell
-1,732
Closed -$243K – 1239
2019
Q4 		$243K Buy
1,732
+170
+11% +$23.6K ﹤0.01% 1227
2019
Q3 		$220K Buy
1,562
+26
+2% +$3.66K ﹤0.01% 1163
2019
Q2 		$208K Buy
+1,536
New +$193K ﹤0.01% 1354
2017
Q3 		– Sell
-1,871
Closed -$257K – 1316
2017
Q2 		$257K Buy
1,871
+78
+4% +$10.7K ﹤0.01% 1123
2017
Q1 		$245K Sell
1,793
-2,379
-57% -$303K ﹤0.01% 1127
2016
Q4 		$493K Buy
4,172
+61
+1% +$7.46K ﹤0.01% 941
2016
Q3 		$553K Hold
4,111
– – 0.01% 934
2016
Q2 		$526K Buy
4,111
+46
+1% +$5.57K 0.01% 899
2016
Q1 		$472K Sell
4,065
-254
-6% -$26.7K 0.01% 896
2015
Q4 		$481K Buy
4,319
+317
+8% +$34.2K 0.01% 897
2015
Q3 		$389K Hold
4,002
– – ﹤0.01% 971
2015
Q2 		$389K Buy
4,002
+995
+33% +$97.1K ﹤0.01% 1006
2015
Q1 		$291K Buy
3,007
+296
+11% +$26.3K ﹤0.01% 1077
2014
Q4 		$219K Buy
+2,711
New +$210K ﹤0.01% 1074

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

United Capital Financial Advisors's EFX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Equifax (EFX) stake by 5.9% in Q1 2026, buying an estimated $39.7K and bringing the position to 3,594 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

United Capital Financial Advisors first reported a position in EFX in Q4 2014 and has held it in 36 quarters since. The position peaked at $1.16M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • United Capital Financial Advisors held 3,594 shares of Equifax worth $647K as of Q1 2026.
  • United Capital Financial Advisors bought 200 Equifax shares in Q1 2026, an estimated $39.7K.
  • Equifax made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #941 holding.
  • United Capital Financial Advisors first reported a position in Equifax in Q4 2014 and has held it in 36 quarters since.
  • United Capital Financial Advisors's Equifax position peaked at $1.16M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.