AFC
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Ares Financial Consulting’s Equifax EFX Stock Holding History

Ares Financial Consulting’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 		$6.19K Sell
39
-40
-51% -$6.82K ﹤0.01% 666
2026
Q1 		$14.2K Buy
79
+20
+34% +$3.97K 0.01% 468
2025
Q4 		$12.8K Buy
+59
New +$12.9K 0.01% 314

Other funds holding EFX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Ares Financial Consulting's EFX Position: Q2 2026 in Review

Ares Financial Consulting reduced its Equifax (EFX) stake by 51% in Q2 2026, selling an estimated $6.82K and leaving 39 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Ares Financial Consulting first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.2K in Q1 2026. 385 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Ares Financial Consulting held 39 shares of Equifax worth $6.19K as of Q2 2026.
  • Ares Financial Consulting sold 40 Equifax shares in Q2 2026, an estimated $6.82K.
  • Equifax made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #666 holding.
  • Ares Financial Consulting first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Equifax position peaked at $14.2K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.