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Applied Finance Capital Management’s Equifax EFX Stock Holding History

Applied Finance Capital 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 		– Sell
-1,559
Closed -$281K – 235
2026
Q1 		$281K Buy
1,559
+222
+17% +$44.1K 0.02% 195
2025
Q4 		$290K Sell
1,337
-875
-40% -$192K 0.02% 198
2025
Q3 		$567K Sell
2,212
-363
-14% -$91.2K 0.04% 167
2025
Q2 		$668K Buy
+2,575
New +$655K 0.05% 173
2024
Q4 		– Sell
-2,617
Closed -$769K – 310
2024
Q3 		$769K Buy
+2,617
New +$738K 0.03% 153

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 $3.37T AUM 44.26% 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

Applied Finance Capital Management's EFX Position: Q2 2026 in Review

Applied Finance Capital Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,559 shares — an estimated $281K sold.

Applied Finance Capital Management first reported a position in EFX in Q3 2024 and held it in 5 quarters. The position peaked at $769K in Q3 2024. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Applied Finance Capital Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 1,559 Equifax shares in Q2 2026, an estimated $281K.
  • Applied Finance Capital Management first reported a position in Equifax in Q3 2024 and held it in 5 quarters.
  • Applied Finance Capital Management's Equifax position peaked at $769K in Q3 2024.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.