Callan Family Office’s Equifax EFX Stock Holding History

Callan Family Office’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	$568K	Buy	3,581 +11	+0.3%	+$1.88K	0.01%	773
2026 Q1	$643K	Buy	3,570 +276	+8%	+$54.8K	0.01%	685
2025 Q4	$715K	Buy	3,294 +1,181	+56%	+$259K	0.02%	657
2025 Q3	$542K	Sell	2,113 -417	-16%	-$105K	0.02%	504
2025 Q2	$656K	Buy	+2,530	New	+$644K	0.02%	502

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 $3.38T AUM 44.17% 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

Callan Family Office's EFX Position: Q2 2026 in Review

Callan Family Office increased its Equifax (EFX) stake by 0.31% in Q2 2026, buying an estimated $1.88K and bringing the position to 3,581 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #773.

Callan Family Office first reported a position in EFX in Q2 2025 and has held it in 5 quarters since. The position peaked at $715K in Q4 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Callan Family Office held 3,581 shares of Equifax worth $568K as of Q2 2026.
Callan Family Office bought 11 Equifax shares in Q2 2026, an estimated $1.88K.
Equifax made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #773 holding.
Callan Family Office first reported a position in Equifax in Q2 2025 and has held it in 5 quarters since.
Callan Family Office's Equifax position peaked at $715K in Q4 2025.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.