Baker Avenue Asset Management’s Equifax EFX Stock Holding History

Baker Avenue 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	$261K	Buy	1,644 +221	+16%	+$37.7K	﹤0.01%	714
2026 Q1	$256K	Buy	1,423 +12	+0.9%	+$2.38K	0.01%	658
2025 Q4	$306K	Buy	+1,411	New	+$309K	0.01%	495
2023 Q4	–	Sell	-33	Closed	-$6.04K	–	681
2023 Q3	$6.04K	Sell	33 -18	-35%	-$3.67K	﹤0.01%	891
2023 Q2	$12K	Sell	51 -4	-7%	-$842	﹤0.01%	713
2023 Q1	$11.2K	Buy	55 +6	+12%	+$1.25K	﹤0.01%	747
2022 Q4	$9.52K	Buy	+49	New	+$8.96K	﹤0.01%	716

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

Baker Avenue Asset Management's EFX Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Equifax (EFX) stake by 16% in Q2 2026, buying an estimated $37.7K and bringing the position to 1,644 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Baker Avenue Asset Management first reported a position in EFX in Q4 2022 and has held it in 7 quarters since. The position peaked at $306K in Q4 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Baker Avenue Asset Management held 1,644 shares of Equifax worth $261K as of Q2 2026.
Baker Avenue Asset Management bought 221 Equifax shares in Q2 2026, an estimated $37.7K.
Equifax made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #714 holding.
Baker Avenue Asset Management first reported a position in Equifax in Q4 2022 and has held it in 7 quarters since.
Baker Avenue Asset Management's Equifax position peaked at $306K in Q4 2025.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.