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Bleakley Financial Group’s Equifax EFX Stock Holding History

Bleakley Financial Group’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 		$2.78M Buy
17,526
+7,507
+75% +$1.28M 0.04% 391
2026
Q1 		$1.8M Buy
+10,019
New +$1.99M 0.03% 410
2025
Q1 		– Sell
-3,281
Closed -$836K – 645
2024
Q4 		$836K Buy
3,281
+709
+28% +$190K 0.03% 465
2024
Q3 		$756K Buy
2,572
+32
+1% +$9.03K 0.02% 477
2024
Q2 		$616K Buy
2,540
+181
+8% +$43.2K 0.02% 538
2024
Q1 		$631K Buy
2,359
+225
+11% +$57.3K 0.02% 550
2023
Q4 		$528K Sell
2,134
-41
-2% -$8.32K 0.02% 574
2023
Q3 		$398K Sell
2,175
-297
-12% -$60.6K 0.01% 599
2023
Q2 		$582K Buy
2,472
+125
+5% +$26.3K 0.02% 545
2023
Q1 		$476K Buy
2,347
+75
+3% +$15.6K 0.02% 583
2022
Q4 		$442K Buy
+2,272
New +$415K 0.02% 583

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

Bleakley Financial Group's EFX Position: Q2 2026 in Review

Bleakley Financial Group increased its Equifax (EFX) stake by 75% in Q2 2026, buying an estimated $1.28M and bringing the position to 17,526 shares worth $2.78M. The position accounts for 0.04% of the portfolio, ranked #391.

Bleakley Financial Group first reported a position in EFX in Q4 2022 and has held it in 11 quarters since. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Bleakley Financial Group held 17,526 shares of Equifax worth $2.78M as of Q2 2026.
  • Bleakley Financial Group bought 7,507 Equifax shares in Q2 2026, an estimated $1.28M.
  • Equifax made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #391 holding.
  • Bleakley Financial Group first reported a position in Equifax in Q4 2022 and has held it in 11 quarters since.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.