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Valeo Financial Advisors’s Equifax EFX Stock Holding History

Valeo 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 		– Sell
-1,358
Closed -$295K – 792
2025
Q4 		$295K Buy
1,358
+40
+3% +$8.76K 0.01% 632
2025
Q3 		$338K Buy
1,318
+42
+3% +$10.6K 0.01% 573
2025
Q2 		$331K Buy
1,276
+39
+3% +$9.92K 0.01% 549
2025
Q1 		$301K Buy
1,237
+3
+0.2% +$754 0.01% 532
2024
Q4 		$314K Buy
1,234
+1
+0.1% +$268 0.01% 524
2024
Q3 		$362K Buy
1,233
+7
+0.6% +$1.97K 0.01% 491
2024
Q2 		$297K Buy
1,226
+4
+0.3% +$954 0.01% 518
2024
Q1 		$276K Buy
1,222
+36
+3% +$9.16K 0.01% 532
2023
Q4 		$293K Buy
+1,186
New +$241K 0.01% 494
2023
Q3 		– Sell
-896
Closed -$211K – 654
2023
Q2 		$211K Buy
+896
New +$189K 0.01% 532
2021
Q2 		– Sell
-230
Closed -$42K – 876
2021
Q1 		$42K Hold
230
– – ﹤0.01% 934
2020
Q4 		$44K Sell
230
-500
-68% -$84.1K ﹤0.01% 818
2020
Q3 		$115K Sell
730
-13
-2% -$2.13K 0.01% 443
2020
Q2 		$128K Buy
743
+13
+2% +$1.93K 0.01% 424
2020
Q1 		$91K Sell
730
-70
-9% -$10.2K 0.01% 447
2019
Q4 		$112K Sell
800
-300
-27% -$41.6K 0.01% 439
2019
Q3 		$155K Sell
1,100
-230
-17% -$32.4K 0.02% 341
2019
Q2 		$180K Buy
1,330
+266
+25% +$33.3K 0.02% 306
2019
Q1 		$126K Sell
1,064
-166
-13% -$17.7K 0.02% 366
2018
Q4 		$115K Hold
1,230
– – 0.02% 353
2018
Q3 		$125K Hold
1,230
– – 0.02% 351
2018
Q2 		$158K Sell
1,230
-25
-2% -$2.96K 0.02% 315
2018
Q1 		$148K Hold
1,255
– – 0.02% 291
2017
Q4 		$148K Buy
1,255
+25
+2% +$2.81K 0.02% 281
2017
Q3 		$130K Buy
+1,230
New +$163K 0.03% 256

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

Valeo Financial Advisors's EFX Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,358 shares — an estimated $295K sold.

Valeo Financial Advisors first reported a position in EFX in Q3 2017 and held it in 25 quarters. The position peaked at $362K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,358 Equifax shares in Q1 2026, an estimated $295K.
  • Valeo Financial Advisors first reported a position in Equifax in Q3 2017 and held it in 25 quarters.
  • Valeo Financial Advisors's Equifax position peaked at $362K in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.