Wellington Shields & Co’s Equifax EFX Stock Holding History

Wellington Shields & Co’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	$864K	Hold	4,800	–	–	0.22%	96
2025 Q4	$1.04M	Sell	4,800 -1,729	-26%	-$379K	0.26%	85
2025 Q3	$1.67M	Hold	6,529	–	–	0.44%	51
2025 Q2	$1.69M	Hold	6,529	–	–	0.48%	51
2025 Q1	$1.59M	Hold	6,529	–	–	0.5%	49
2024 Q4	$1.66M	Sell	6,529 -200	-3%	-$53.6K	0.51%	46
2024 Q3	$1.98M	Hold	6,729	–	–	0.6%	32
2024 Q2	$1.63M	Hold	6,729	–	–	0.53%	40
2024 Q1	$1.8M	Sell	6,729 -500	-7%	-$127K	0.6%	36
2023 Q4	$1.79M	Sell	7,229 -136	-2%	-$27.6K	0.66%	33
2023 Q3	$1.35M	Hold	7,365	–	–	0.34%	43
2023 Q2	$1.73M	Sell	7,365 -2,266	-24%	-$477K	0.41%	32
2023 Q1	$1.95M	Hold	9,631	–	–	0.44%	31
2022 Q4	$1.87M	Sell	9,631 -125	-1%	-$22.8K	0.43%	30
2022 Q3	$1.67M	Hold	9,756	–	–	0.73%	31
2022 Q2	$1.78M	Hold	9,756	–	–	0.43%	32
2022 Q1	$2.31M	Hold	9,756	–	–	0.76%	27
2021 Q4	$2.86M	Sell	9,756 -110	-1%	-$30.6K	0.57%	23
2021 Q3	$2.5M	Hold	9,866	–	–	0.87%	26
2021 Q2	$2.36M	Hold	9,866	–	–	0.78%	31
2021 Q1	$1.79M	Hold	9,866	–	–	0.64%	38
2020 Q4	$1.9M	Sell	9,866 -1,483	-13%	-$249K	0.68%	32
2020 Q3	$1.78M	Hold	11,349	–	–	0.75%	33
2020 Q2	$1.95M	Hold	11,349	–	–	0.86%	29
2020 Q1	$1.36M	Hold	11,349	–	–	0.75%	35
2019 Q4	$1.59M	Buy	+11,349	New	+$1.57M	0.7%	40
2019 Q3	–	Sell	-11,699	Closed	-$1.58M	–	129
2019 Q2	$1.58M	Hold	11,699	–	–	0.75%	34
2019 Q1	$1.39M	Hold	11,699	–	–	0.71%	40
2018 Q4	$1.09M	Sell	11,699 -525	-4%	-$55.9K	0.62%	44
2018 Q3	$1.6M	Hold	12,224	–	–	0.86%	32
2018 Q2	$1.53M	Sell	12,224 -175	-1%	-$20.7K	0.79%	34
2018 Q1	$1.46M	Hold	12,399	–	–	0.79%	36
2017 Q4	$1.46M	Sell	12,399 -1,000	-7%	-$112K	0.79%	35
2017 Q3	$1.42M	Hold	13,399	–	–	0.47%	36
2017 Q2	$1.84M	Hold	13,399	–	–	0.64%	26
2017 Q1	$1.83M	Hold	13,399	–	–	0.55%	26
2016 Q4	$1.58M	Hold	13,399	–	–	0.83%	27
2016 Q3	$1.8M	Hold	13,399	–	–	0.92%	24
2016 Q2	$1.72M	Hold	13,399	–	–	1.07%	21
2016 Q1	$1.53M	Hold	13,399	–	–	1.02%	20
2015 Q4	$1.49M	Hold	13,399	–	–	0.99%	19
2015 Q3	$1.3M	Hold	13,399	–	–	0.98%	22
2015 Q2	$1.3M	Hold	13,399	–	–	0.43%	22
2015 Q1	$1.25M	Hold	13,399	–	–	0.74%	25
2014 Q4	$1.08M	Hold	13,399	–	–	0.62%	30
2014 Q3	$1M	Hold	13,399	–	–	0.63%	28
2014 Q2	$972K	Hold	13,399	–	–	0.61%	30
2014 Q1	$912K	Hold	13,399	–	–	0.58%	35
2013 Q4	$926K	Sell	13,399 -1	-0%	-$65	0.63%	34
2013 Q3	$802K	Sell	13,400 -11,298	-46%	-$695K	0.63%	38
2013 Q2	$1.46K	Buy	+24,698	New	+$1.49M	0.04%	20

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wellington Shields & Co's EFX Position: Q1 2026 in Review

Wellington Shields & Co held its Equifax (EFX) position steady in Q1 2026 at 4,800 shares worth $864K. The position accounts for 0.22% of the portfolio, ranked #96.

Wellington Shields & Co first reported a position in EFX in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.86M in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Wellington Shields & Co held 4,800 shares of Equifax worth $864K as of Q1 2026.
Wellington Shields & Co left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.22% of Wellington Shields & Co's portfolio in Q1 2026, its #96 holding.
Wellington Shields & Co first reported a position in Equifax in Q2 2013 and has held it in 51 quarters since.
Wellington Shields & Co's Equifax position peaked at $2.86M in Q4 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.