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Valley National Advisers’s Equifax EFX Stock Holding History

Valley National Advisers’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
Q2 		$31.7K Buy
+200
New +$34.1K ﹤0.01% 461
2024
Q3 		– Sell
-38
Closed -$9K – 858
2024
Q2 		$9K Buy
38
+3
+9% +$716 ﹤0.01% 642
2024
Q1 		$9K Buy
35
+8
+30% +$2.04K ﹤0.01% 660
2023
Q4 		$6K Buy
27
+12
+80% +$2.43K ﹤0.01% 746
2023
Q3 		$3K Sell
15
-60
-80% -$12.3K ﹤0.01% 763
2023
Q2 		$18K Buy
75
+4
+6% +$842 ﹤0.01% 519
2023
Q1 		$14K Buy
71
+9
+15% +$1.87K ﹤0.01% 547
2022
Q4 		$13K Sell
62
-61
-50% -$11.1K ﹤0.01% 542
2022
Q3 		$20K Buy
123
+34
+38% +$6.66K ﹤0.01% 491
2022
Q2 		$17K Sell
89
-2
-2% -$400 ﹤0.01% 501
2022
Q1 		$21K Buy
91
+47
+107% +$11.1K ﹤0.01% 499
2021
Q4 		$13K Buy
+44
New +$12.2K ﹤0.01% 563
2018
Q3 		– Sell
-4
Closed -$1K – 701
2018
Q2 		$1K Buy
+4
New +$474 ﹤0.01% 607

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

Valley National Advisers's EFX Position: Q2 2026 in Review

Valley National Advisers opened a new position in Equifax (EFX) in Q2 2026: 200 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in EFX as recently as Q2 2024.

Valley National Advisers first reported a position in EFX in Q2 2018 and has held it in 13 quarters since. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Valley National Advisers held 200 shares of Equifax worth $31.7K as of Q2 2026.
  • Equifax was a new Valley National Advisers position in Q2 2026.
  • Equifax made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #461 holding.
  • Valley National Advisers first reported a position in Equifax in Q2 2018 and has held it in 13 quarters since.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.