Advisors Asset Management’s Equifax EFX Stock Holding History

Advisors Asset Management’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	$310K	Buy	1,955 +527	+37%	+$89.8K	﹤0.01%	1075
2026 Q1	$257K	Buy	+1,428	New	+$284K	﹤0.01%	1104
2017 Q1	–	Sell	-500	Closed	-$59K	–	1612
2016 Q4	$59K	Hold	500	–	–	﹤0.01%	1657
2016 Q3	$67K	Hold	500	–	–	﹤0.01%	1600
2016 Q2	$64K	Sell	500 -100	-17%	-$12.1K	﹤0.01%	1621
2016 Q1	$69K	Hold	600	–	–	﹤0.01%	1554
2015 Q4	$67K	Hold	600	–	–	﹤0.01%	1643
2015 Q3	$58K	Hold	600	–	–	﹤0.01%	1662
2015 Q2	$58K	Hold	600	–	–	﹤0.01%	1683
2015 Q1	$56K	Hold	600	–	–	﹤0.01%	1676
2014 Q4	$49K	Sell	600 -100	-14%	-$7.74K	﹤0.01%	1686
2014 Q3	$52K	Hold	700	–	–	﹤0.01%	1628
2014 Q2	$51K	Hold	700	–	–	﹤0.01%	1659
2014 Q1	$48K	Hold	700	–	–	﹤0.01%	1640
2013 Q4	$48K	Hold	700	–	–	﹤0.01%	1634
2013 Q3	$42K	Hold	700	–	–	﹤0.01%	1638
2013 Q2	$41K	Buy	+700	New	+$42.2K	﹤0.01%	1590

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Advisors Asset Management's EFX Position: Q2 2026 in Review

Advisors Asset Management increased its Equifax (EFX) stake by 37% in Q2 2026, buying an estimated $89.8K and bringing the position to 1,955 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Advisors Asset Management first reported a position in EFX in Q2 2013 and has held it in 17 quarters since. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Advisors Asset Management held 1,955 shares of Equifax worth $310K as of Q2 2026.
Advisors Asset Management bought 527 Equifax shares in Q2 2026, an estimated $89.8K.
Equifax made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1075 holding.
Advisors Asset Management first reported a position in Equifax in Q2 2013 and has held it in 17 quarters since.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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