Berkeley, Inc EFX β€” EQUIFAX INC

Ownership history in Berkeley, Inc  Β·  4 quarters on record

AI Ownership Summary

Berkeley, Inc reported EQUIFAX INC (EFX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 2.56% in 2025 Q3. The latest visible filing shows EFX at 1.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Berkeley, Inc's position in EQUIFAX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EFX was reported at 1.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFX stock page Berkeley, Inc fund profile Berkeley, Inc full holdings
How Berkeley, Inc held EFX β€” position size vs. price
% of Fund (quarterly)    EFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 30,963 -702 -2.2% 1.87% $5.6M 2026-04-24 $172.47
2025 Q4 ADDED β€” β€” β€” 31,665 +612 +2.0% 2.18% $6.9M 2026-01-26 $213.91
2025 Q3 ADDED β€” β€” β€” 31,053 +19,374 +165.9% 2.56% $8.0M 2025-10-30 $210.44
2025 Q2 INITIATED β€” β€” β€” 11,679 β€” β€” 1.09% $3.0M 2025-08-11 $237.94

🏒 Other funds also holding EFX

As of 2026 Q1 β€” sorted by position size

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 6.4% Wealth Science Advisors LLC 2.0% Trinity Street Asset Management LLP 3Y 7Y 1.75% THREADGILL FINANCIAL, LLC 3Y 1.46% Olstein Capital Management, L.P. 3Y 7Y 1.45% LETSON INVESTMENT MANAGEMENT, INC. 1.39% Blue Zone Wealth Advisors, LLC 3Y 1.21% Fisher Funds Management LTD 1.2% Detalus Advisors, LLC 3Y 1.15% Sentry LLC 0.95%

FAQ About Berkeley, Inc and EFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Berkeley, Inc reported owning EFX?

Berkeley, Inc reported EFX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported EFX position in Berkeley, Inc's portfolio?

The largest reported portfolio weight for EFX was 2.56% in 2025 Q3.

What is the latest reported EFX position on this page?

The most recent filing on this page is 2026 Q1, when Berkeley, Inc reported 30,963 shares, equal to 1.87% of portfolio, with an estimated market value of $5.6M.

What does the chart on this EFX ownership page compare?

The chart compares Berkeley, Inc's quarterly EFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Berkeley, Inc time their EFX position?

Based on 13F filing dates vs. subsequent EFX price moves, Berkeley, Inc correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EFX relative to SPY over the holding period was -56.0%.

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