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Bridgewater Advisors’s Equifax EFX Stock Holding History

Bridgewater Advisors’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 		$233K Sell
1,351
-37
-3% -$6.31K 0.01% 430
2026
Q1 		$222K Sell
1,388
-78
-5% -$15.5K 0.01% 423
2025
Q4 		$311K Sell
1,466
-13
-0.9% -$2.85K 0.02% 349
2025
Q3 		$302K Sell
1,479
-40
-3% -$10.1K 0.02% 344
2025
Q2 		$376K Sell
1,519
-3
-0.2% -$763 0.03% 302
2025
Q1 		$394K Buy
+1,522
New +$383K 0.03% 273
2022
Q3 		– Sell
-1,345
Closed -$246K – 163
2022
Q2 		$246K Buy
1,345
+1
+0.1% +$200 0.05% 200
2022
Q1 		$319K Sell
1,344
-7
-0.5% -$1.65K 0.08% 185
2021
Q4 		$396K Sell
1,351
-81
-6% -$22.5K 0.09% 166
2021
Q3 		$363K Sell
1,432
-2
-0.1% -$520 0.1% 163
2021
Q2 		$343K Buy
1,434
+34
+2% +$7.6K 0.11% 171
2021
Q1 		$327K Buy
+1,400
New +$247K 0.17% 114

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

Bridgewater Advisors's EFX Position: Q2 2026 in Review

Bridgewater Advisors reduced its Equifax (EFX) stake by 2.7% in Q2 2026, selling an estimated $6.31K and leaving 1,351 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #430.

Bridgewater Advisors first reported a position in EFX in Q1 2021 and has held it in 12 quarters since. The position peaked at $396K in Q4 2021. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Bridgewater Advisors held 1,351 shares of Equifax worth $233K as of Q2 2026.
  • Bridgewater Advisors sold 37 Equifax shares in Q2 2026, an estimated $6.31K.
  • Equifax made up 0.01% of Bridgewater Advisors's portfolio in Q2 2026, its #430 holding.
  • Bridgewater Advisors first reported a position in Equifax in Q1 2021 and has held it in 12 quarters since.
  • Bridgewater Advisors's Equifax position peaked at $396K in Q4 2021.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.