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BOLTON SECURITIES CORPORATION’s Equifax EFX Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$71.6K Hold
522
– – ﹤0.01% 1219
2026
Q2 		$82.9K Buy
522
+112
+27% +$19.1K ﹤0.01% 1167
2026
Q1 		$73.8K Buy
+410
New +$81.4K ﹤0.01% 1131
2025
Q3 		$120K Buy
+467
New +$117K 0.01% 897
2025
Q1 		$167K Buy
+686
New +$172K 0.01% 737

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EFX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Equifax (EFX) position steady in Q3 2026 at 522 shares worth $71.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

BOLTON SECURITIES CORPORATION first reported a position in EFX in Q1 2025 and has held it in 5 quarters since. The position peaked at $167K in Q1 2025. 524 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 522 shares of Equifax worth $71.6K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Equifax share count unchanged in Q3 2026.
  • Equifax made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1219 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Equifax in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Equifax position peaked at $167K in Q1 2025.
  • 524 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.