Asset Dedication LLC’s Equifax EFX Stock Holding History

Asset Dedication LLC’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	$1.11K	Buy	7 +6	+600%	+$1.02K	﹤0.01%	1097
2026 Q1	$181	Sell	1 -23	-96%	-$4.57K	﹤0.01%	1085
2025 Q4	$5.21K	Hold	24	–	–	﹤0.01%	887
2025 Q3	$6.16K	Buy	24 +23	+2,300%	+$5.78K	﹤0.01%	882
2025 Q2	$260	Hold	1	–	–	﹤0.01%	1146
2025 Q1	$244	Hold	1	–	–	﹤0.01%	1090
2024 Q4	$255	Hold	1	–	–	﹤0.01%	1064
2024 Q3	$294	Hold	1	–	–	﹤0.01%	1111
2024 Q2	$243	Hold	1	–	–	﹤0.01%	1166
2024 Q1	$0	Hold	1	–	–	﹤0.01%	990
2023 Q4	$0	Hold	1	–	–	﹤0.01%	999
2023 Q3	$0	Hold	1	–	–	﹤0.01%	1008
2023 Q2	$0	Hold	1	–	–	﹤0.01%	979
2023 Q1	$0	Buy	+1	New	+$208	﹤0.01%	983
2021 Q4	–	Sell	-51	Closed	-$13K	–	954
2021 Q3	$13K	Hold	51	–	–	﹤0.01%	642
2021 Q2	$12K	Hold	51	–	–	﹤0.01%	594
2021 Q1	$9K	Hold	51	–	–	﹤0.01%	515
2020 Q4	$10K	Hold	51	–	–	﹤0.01%	555
2020 Q3	$8K	Hold	51	–	–	﹤0.01%	549
2020 Q2	$9K	Buy	51 +1	+2%	+$148	﹤0.01%	466
2020 Q1	$6K	Hold	50	–	–	﹤0.01%	499
2019 Q4	$7K	Hold	50	–	–	﹤0.01%	499
2019 Q3	$7K	Hold	50	–	–	﹤0.01%	480
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	461
2019 Q1	$6K	Hold	50	–	–	﹤0.01%	502
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	482
2018 Q3	$7K	Hold	50	–	–	﹤0.01%	485
2018 Q2	$6K	Hold	50	–	–	﹤0.01%	516
2018 Q1	$6K	Hold	50	–	–	﹤0.01%	428
2017 Q4	$6K	Buy	+50	New	+$5.62K	﹤0.01%	393

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

Asset Dedication LLC's EFX Position: Q2 2026 in Review

Asset Dedication LLC increased its Equifax (EFX) stake by 600% in Q2 2026, buying an estimated $1.02K and bringing the position to 7 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Asset Dedication LLC first reported a position in EFX in Q4 2017 and has held it in 30 quarters since. The position peaked at $13K in Q3 2021. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Asset Dedication LLC held 7 shares of Equifax worth $1.11K as of Q2 2026.
Asset Dedication LLC bought 6 Equifax shares in Q2 2026, an estimated $1.02K.
Equifax made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #1097 holding.
Asset Dedication LLC first reported a position in Equifax in Q4 2017 and has held it in 30 quarters since.
Asset Dedication LLC's Equifax position peaked at $13K in Q3 2021.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.