BAMCO Inc
EFX icon

BAMCO Inc’s Equifax EFX Stock Holding History

BAMCO Inc’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 		$423K Sell
2,668
-36
-1% -$6.14K ﹤0.01% 320
2026
Q1 		$487K Sell
2,704
-161
-6% -$32K ﹤0.01% 307
2025
Q4 		$622K Sell
2,865
-635
-18% -$139K ﹤0.01% 309
2025
Q3 		$898K Buy
3,500
+200
+6% +$50.3K ﹤0.01% 305
2025
Q2 		$856K Buy
3,300
+100
+3% +$25.4K ﹤0.01% 291
2025
Q1 		$779K Buy
3,200
+200
+7% +$50.3K ﹤0.01% 299
2024
Q4 		$765K Buy
3,000
+100
+3% +$26.8K ﹤0.01% 296
2024
Q3 		$852K Buy
2,900
+200
+7% +$56.4K ﹤0.01% 306
2024
Q2 		$655K Buy
2,700
+117
+5% +$27.9K ﹤0.01% 314
2024
Q1 		$691K Sell
2,583
-17
-0.7% -$4.33K ﹤0.01% 315
2023
Q4 		$643K Buy
2,600
+300
+13% +$60.8K ﹤0.01% 310
2023
Q3 		$421K Sell
2,300
-1,500
-39% -$306K ﹤0.01% 313
2023
Q2 		$894K Buy
3,800
+100
+3% +$21K ﹤0.01% 314
2023
Q1 		$751K Hold
3,700
– – ﹤0.01% 329
2022
Q4 		$719K Sell
3,700
-2,300
-38% -$420K ﹤0.01% 339
2022
Q3 		$1.03M Sell
6,000
-800
-12% -$157K ﹤0.01% 328
2022
Q2 		$1.24M Hold
6,800
– – ﹤0.01% 333
2022
Q1 		$1.61M Buy
+6,800
New +$1.6M ﹤0.01% 341

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

BAMCO Inc's EFX Position: Q2 2026 in Review

BAMCO Inc reduced its Equifax (EFX) stake by 1.3% in Q2 2026, selling an estimated $6.14K and leaving 2,668 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

BAMCO Inc first reported a position in EFX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.61M in Q1 2022. 833 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • BAMCO Inc held 2,668 shares of Equifax worth $423K as of Q2 2026.
  • BAMCO Inc sold 36 Equifax shares in Q2 2026, an estimated $6.14K.
  • Equifax made up ﹤0.01% of BAMCO Inc's portfolio in Q2 2026, its #320 holding.
  • BAMCO Inc first reported a position in Equifax in Q1 2022 and has held it in 18 quarters since.
  • BAMCO Inc's Equifax position peaked at $1.61M in Q1 2022.
  • 833 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.