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Waverly Advisors’s Equifax EFX Stock Holding History

Waverly 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 		$929K Buy
5,157
+1,656
+47% +$329K 0.01% 855
2025
Q4 		$760K Buy
3,501
+1,943
+125% +$425K 0.01% 850
2025
Q3 		$400K Buy
1,558
+174
+13% +$43.7K ﹤0.01% 934
2025
Q2 		$359K Sell
1,384
-36
-3% -$9.16K ﹤0.01% 905
2025
Q1 		$346K Buy
1,420
+132
+10% +$33.2K ﹤0.01% 882
2024
Q4 		$328K Buy
+1,288
New +$345K 0.01% 799

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

Waverly Advisors's EFX Position: Q1 2026 in Review

Waverly Advisors increased its Equifax (EFX) stake by 47% in Q1 2026, buying an estimated $329K and bringing the position to 5,157 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #855.

Waverly Advisors first reported a position in EFX in Q4 2024 and has held it in 6 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Waverly Advisors held 5,157 shares of Equifax worth $929K as of Q1 2026.
  • Waverly Advisors bought 1,656 Equifax shares in Q1 2026, an estimated $329K.
  • Equifax made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #855 holding.
  • Waverly Advisors first reported a position in Equifax in Q4 2024 and has held it in 6 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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