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Breakwater Investment Management’s Equifax EFX Stock Holding History

Breakwater 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 		$477 Buy
+3
New +$511 ﹤0.01% 562
2025
Q4 		– Sell
-2
Closed -$514 – 534
2025
Q3 		$514 Buy
+2
New +$503 ﹤0.01% 423

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 $3.38T AUM 44.17% 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

Breakwater Investment Management's EFX Position: Q2 2026 in Review

Breakwater Investment Management opened a new position in Equifax (EFX) in Q2 2026: 3 shares worth $477. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Breakwater Investment Management previously reported a position in EFX as recently as Q3 2025.

Breakwater Investment Management first reported a position in EFX in Q3 2025 and has held it in 2 quarters since. The position peaked at $514 in Q3 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Breakwater Investment Management held 3 shares of Equifax worth $477 as of Q2 2026.
  • Equifax was a new Breakwater Investment Management position in Q2 2026.
  • Equifax made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #562 holding.
  • Breakwater Investment Management first reported a position in Equifax in Q3 2025 and has held it in 2 quarters since.
  • Breakwater Investment Management's Equifax position peaked at $514 in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.