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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
Q2 		$1.04M Buy
6,541
+1,384
+27% +$236K 0.01% 883
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's EFX Position: Q2 2026 in Review

Waverly Advisors increased its Equifax (EFX) stake by 27% in Q2 2026, buying an estimated $236K and bringing the position to 6,541 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #883.

Waverly Advisors first reported a position in EFX in Q4 2024 and has held it in 7 quarters since. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Waverly Advisors held 6,541 shares of Equifax worth $1.04M as of Q2 2026.
  • Waverly Advisors bought 1,384 Equifax shares in Q2 2026, an estimated $236K.
  • Equifax made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #883 holding.
  • Waverly Advisors first reported a position in Equifax in Q4 2024 and has held it in 7 quarters since.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.