BFIM
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Beese Fulmer Investment Management’s Equifax EFX Stock Holding History

Beese Fulmer Investment 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 		$209K Sell
1,317
-295
-18% -$50.3K 0.01% 377
2026
Q1 		$290K Buy
+1,612
New +$320K 0.02% 314

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

Beese Fulmer Investment Management's EFX Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Equifax (EFX) stake by 18% in Q2 2026, selling an estimated $50.3K and leaving 1,317 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #377.

Beese Fulmer Investment Management first reported a position in EFX in Q1 2026 and has held it in 2 quarters since. The position peaked at $290K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Beese Fulmer Investment Management held 1,317 shares of Equifax worth $209K as of Q2 2026.
  • Beese Fulmer Investment Management sold 295 Equifax shares in Q2 2026, an estimated $50.3K.
  • Equifax made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #377 holding.
  • Beese Fulmer Investment Management first reported a position in Equifax in Q1 2026 and has held it in 2 quarters since.
  • Beese Fulmer Investment Management's Equifax position peaked at $290K in Q1 2026.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.