Berkeley Inc’s Equifax EFX Stock Holding History

Berkeley 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	–	Sell	-30,963	Closed	-$5.58M	–	87
2026 Q1	$5.58M	Sell	30,963 -702	-2%	-$139K	1.87%	22
2025 Q4	$6.87M	Buy	31,665 +612	+2%	+$134K	2.18%	16
2025 Q3	$7.97M	Buy	31,053 +19,374	+166%	+$4.87M	2.56%	12
2025 Q2	$3.03M	Buy	+11,679	New	+$2.97M	1.09%	31

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

Berkeley Inc's EFX Position: Q2 2026 in Review

Berkeley Inc sold out of Equifax (EFX) in Q2 2026, closing a stake of 30,963 shares — an estimated $5.58M sold.

Berkeley Inc first reported a position in EFX in Q2 2025 and held it in 4 quarters. The position peaked at $7.97M in Q3 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Berkeley Inc reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Berkeley Inc sold 30,963 Equifax shares in Q2 2026, an estimated $5.58M.
Berkeley Inc first reported a position in Equifax in Q2 2025 and held it in 4 quarters.
Berkeley Inc's Equifax position peaked at $7.97M in Q3 2025.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.