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Vestmark Advisory Solutions’s Equifax EFX Stock Holding History

Vestmark Advisory Solutions’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 		$3.43M Sell
19,038
-349
-2% -$69.3K 0.04% 441
2025
Q4 		$4.21M Sell
19,387
-422
-2% -$92.4K 0.06% 339
2025
Q3 		$5.08M Sell
19,809
-3,805
-16% -$956K 0.1% 212
2025
Q2 		$6.12M Sell
23,614
-16,316
-41% -$4.15M 0.09% 169
2025
Q1 		$9.73M Buy
39,930
+19,999
+100% +$5.03M 0.25% 97
2024
Q4 		$5.08M Buy
19,931
+885
+5% +$237K 0.17% 119
2024
Q3 		$5.6M Buy
19,046
+1,241
+7% +$350K 0.21% 100
2024
Q2 		$4.32M Buy
17,805
+700
+4% +$167K 0.18% 125
2024
Q1 		$4.58M Buy
17,105
+1,287
+8% +$328K 0.2% 124
2023
Q4 		$3.91M Buy
15,818
+486
+3% +$98.6K 0.2% 126
2023
Q3 		$2.81M Sell
15,332
-14,551
-49% -$2.97M 0.2% 120
2023
Q2 		$7.03M Buy
29,883
+559
+2% +$118K 0.27% 88
2023
Q1 		$5.95M Buy
29,324
+253
+0.9% +$52.7K 0.26% 101
2022
Q4 		$5.65M Buy
29,071
+86
+0.3% +$15.7K 0.28% 84
2022
Q3 		$4.97M Buy
28,985
+1,205
+4% +$236K 0.28% 87
2022
Q2 		$5.08M Buy
27,780
+3,495
+14% +$699K 0.29% 78
2022
Q1 		$5.76M Buy
24,285
+1,031
+4% +$243K 0.33% 63
2021
Q4 		$6.81M Buy
23,254
+1,780
+8% +$496K 0.38% 50
2021
Q3 		$5.44M Buy
21,474
+2,136
+11% +$555K 0.37% 55
2021
Q2 		$4.63M Buy
19,338
+1,745
+10% +$390K 0.33% 68
2021
Q1 		$3.19M Buy
17,593
+5,970
+51% +$1.05M 0.28% 88
2020
Q4 		$2.24M Buy
11,623
+1,035
+10% +$174K 0.25% 111
2020
Q3 		$1.66M Buy
10,588
+5,151
+95% +$844K 0.22% 138
2020
Q2 		$935K Sell
5,437
-166
-3% -$24.6K 0.14% 200
2020
Q1 		$669K Buy
+5,603
New +$815K 0.13% 212

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

Vestmark Advisory Solutions's EFX Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its Equifax (EFX) stake by 1.8% in Q1 2026, selling an estimated $69.3K and leaving 19,038 shares worth $3.43M. The position accounts for 0.04% of the portfolio, ranked #441.

Vestmark Advisory Solutions first reported a position in EFX in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.73M in Q1 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Vestmark Advisory Solutions held 19,038 shares of Equifax worth $3.43M as of Q1 2026.
  • Vestmark Advisory Solutions sold 349 Equifax shares in Q1 2026, an estimated $69.3K.
  • Equifax made up 0.04% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #441 holding.
  • Vestmark Advisory Solutions first reported a position in Equifax in Q1 2020 and has held it in 25 quarters since.
  • Vestmark Advisory Solutions's Equifax position peaked at $9.73M in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.