Univest Financial’s Equifax EFX Stock Holding History

Univest Financial’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	$945K	Hold	5,250	–	–	0.05%	157
2025 Q4	$1.14M	Hold	5,250	–	–	0.06%	148
2025 Q3	$1.35M	Hold	5,250	–	–	0.08%	141
2025 Q2	$1.36M	Hold	5,250	–	–	0.08%	137
2025 Q1	$1.28M	Hold	5,250	–	–	0.08%	144
2024 Q4	$1.34M	Hold	5,250	–	–	0.08%	140
2024 Q3	$1.54M	Hold	5,250	–	–	0.1%	127
2024 Q2	$1.27M	Hold	5,250	–	–	0.35%	48
2024 Q1	$1.4M	Hold	5,250	–	–	0.4%	47
2023 Q4	$1.3M	Hold	5,250	–	–	0.38%	50
2023 Q3	$962K	Hold	5,250	–	–	0.32%	48
2023 Q2	$1.24M	Hold	5,250	–	–	0.37%	46
2023 Q1	$1.06M	Hold	5,250	–	–	0.33%	47
2022 Q4	$1.02M	Hold	5,250	–	–	0.32%	53
2022 Q3	$900K	Hold	5,250	–	–	0.29%	57
2022 Q2	$960K	Sell	5,250 -1	-0%	-$200	0.31%	47
2022 Q1	$1.25M	Buy	5,251 +1	+0%	+$236	0.35%	46
2021 Q4	$1.54M	Hold	5,250	–	–	0.39%	47
2021 Q3	$1.33M	Hold	5,250	–	–	0.37%	45
2021 Q2	$1.26M	Hold	5,250	–	–	0.35%	45
2021 Q1	$951K	Sell	5,250 -1,000	-16%	-$177K	0.27%	46
2020 Q4	$1.21M	Hold	6,250	–	–	0.35%	51
2020 Q3	$981K	Hold	6,250	–	–	0.31%	50
2020 Q2	$1.07M	Sell	6,250 -1,000	-14%	-$148K	0.35%	50
2020 Q1	$866K	Sell	7,250 -2,849	-28%	-$414K	0.34%	51
2019 Q4	$1.19M	Buy	10,099 +2,849	+39%	+$395K	0.51%	58
2019 Q3	$1.02M	Hold	7,250	–	–	0.33%	55
2019 Q2	$980K	Sell	7,250 -1,000	-12%	-$125K	0.31%	58
2019 Q1	$978K	Hold	8,250	–	–	0.32%	58
2018 Q4	$768K	Hold	8,250	–	–	0.28%	65
2018 Q3	$1.08M	Hold	8,250	–	–	0.33%	59
2018 Q2	$1.03M	Sell	8,250 -1,000	-11%	-$119K	0.41%	54
2018 Q1	$1.09M	Hold	9,250	–	–	0.47%	49
2017 Q4	$1.09M	Sell	9,250 -550	-6%	-$61.8K	0.44%	52
2017 Q3	$1.04M	Sell	9,800 -299	-3%	-$39.5K	0.44%	52
2017 Q2	$1.39M	Hold	10,099	–	–	0.58%	54
2017 Q1	$1.38M	Hold	10,099	–	–	0.6%	54
2016 Q4	$1.19M	Sell	10,099 -445	-4%	-$54.4K	0.51%	58
2016 Q3	$1.42M	Hold	10,544	–	–	0.64%	54
2016 Q2	$1.35M	Hold	10,544	–	–	0.62%	56
2016 Q1	$1.21M	Hold	10,544	–	–	0.55%	56
2015 Q4	$1.17M	Hold	10,544	–	–	0.54%	59
2015 Q3	$1.02M	Buy	+10,544	New	+$1.05M	0.5%	57

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Univest Financial's EFX Position: Q1 2026 in Review

Univest Financial held its Equifax (EFX) position steady in Q1 2026 at 5,250 shares worth $945K. The position accounts for 0.05% of the portfolio, ranked #157.

Univest Financial first reported a position in EFX in Q3 2015 and has held it in 43 quarters since. The position peaked at $1.54M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Univest Financial held 5,250 shares of Equifax worth $945K as of Q1 2026.
Univest Financial left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.05% of Univest Financial's portfolio in Q1 2026, its #157 holding.
Univest Financial first reported a position in Equifax in Q3 2015 and has held it in 43 quarters since.
Univest Financial's Equifax position peaked at $1.54M in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.