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Brookstone Capital Management’s Equifax EFX Stock Holding History

Brookstone Capital 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 		– Sell
-17,614
Closed -$3.17M – 1328
2026
Q1 		$3.17M Buy
17,614
+1,677
+11% +$333K 0.04% 386
2025
Q4 		$3.46M Sell
15,937
-531
-3% -$116K 0.04% 358
2025
Q3 		$4.22M Sell
16,468
-177
-1% -$44.5K 0.05% 329
2025
Q2 		$4.32M Sell
16,645
-600
-3% -$153K 0.06% 307
2025
Q1 		$4.2M Sell
17,245
-10,981
-39% -$2.76M 0.06% 288
2024
Q4 		$7.19M Buy
28,226
+689
+3% +$185K 0.1% 211
2024
Q3 		$8.09M Buy
27,537
+862
+3% +$243K 0.12% 188
2024
Q2 		$6.92M Buy
26,675
+2,085
+8% +$497K 0.11% 189
2024
Q1 		$6.58M Sell
24,590
-249
-1% -$63.4K 0.12% 188
2023
Q4 		$6.14M Buy
24,839
+816
+3% +$166K 0.12% 178
2023
Q3 		$4.3M Buy
24,023
+4,645
+24% +$948K 0.09% 202
2023
Q2 		$4.37M Buy
19,378
+18
+0.1% +$3.79K 0.09% 211
2023
Q1 		$3.81M Sell
19,360
-413
-2% -$86K 0.07% 231
2022
Q4 		$4.05M Buy
19,773
+8,333
+73% +$1.52M 0.08% 197
2022
Q3 		$1.88M Buy
11,440
+1,458
+15% +$286K 0.04% 297
2022
Q2 		$1.9M Buy
9,982
+6,237
+167% +$1.25M 0.04% 302
2022
Q1 		$817K Buy
+3,745
New +$882K 0.02% 456
2015
Q4 		– Sell
-130
Closed -$13K – 355
2015
Q3 		$13K Buy
+130
New +$12.9K ﹤0.01% 983

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Brookstone Capital Management's EFX Position: Q2 2026 in Review

Brookstone Capital Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 17,614 shares — an estimated $3.17M sold.

Brookstone Capital Management first reported a position in EFX in Q3 2015 and held it in 18 quarters. The position peaked at $8.09M in Q3 2024. 149 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Brookstone Capital Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Brookstone Capital Management sold 17,614 Equifax shares in Q2 2026, an estimated $3.17M.
  • Brookstone Capital Management first reported a position in Equifax in Q3 2015 and held it in 18 quarters.
  • Brookstone Capital Management's Equifax position peaked at $8.09M in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.