Ballentine Partners’s Equifax EFX Stock Holding History

Ballentine Partners’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	$234K	Buy	1,472 +52	+4%	+$8.86K	﹤0.01%	936
2026 Q1	$256K	Sell	1,420 -711	-33%	-$141K	﹤0.01%	817
2025 Q4	$462K	Sell	2,131 -116	-5%	-$25.4K	0.01%	532
2025 Q3	$576K	Sell	2,247 -60	-3%	-$15.1K	0.01%	454
2025 Q2	$598K	Sell	2,307 -135	-6%	-$34.3K	0.01%	433
2025 Q1	$595K	Buy	2,442 +1,050	+75%	+$264K	0.01%	398
2024 Q4	$355K	Buy	1,392 +122	+10%	+$32.7K	0.01%	534
2024 Q3	$373K	Buy	1,270 +93	+8%	+$26.2K	0.01%	509
2024 Q2	$285K	Buy	1,177 +139	+13%	+$33.2K	0.01%	579
2024 Q1	$278K	Buy	1,038 +50	+5%	+$12.7K	0.01%	560
2023 Q4	$244K	Buy	+988	New	+$200K	0.01%	570

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners's EFX Position: Q2 2026 in Review

Ballentine Partners increased its Equifax (EFX) stake by 3.7% in Q2 2026, buying an estimated $8.86K and bringing the position to 1,472 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Ballentine Partners first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $598K in Q2 2025. 139 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Ballentine Partners held 1,472 shares of Equifax worth $234K as of Q2 2026.
Ballentine Partners bought 52 Equifax shares in Q2 2026, an estimated $8.86K.
Equifax made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #936 holding.
Ballentine Partners first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
Ballentine Partners's Equifax position peaked at $598K in Q2 2025.
139 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.