Capital Group Investment Management’s Equifax EFX Stock Holding History

Capital Group 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 Q1	$804K	Sell	4,465 -1,255	-22%	-$249K	0.14%	112
2025 Q4	$1.24M	Buy	5,720 +1,105	+24%	+$242K	0.2%	106
2025 Q3	$1.18M	Buy	4,615 +168	+4%	+$42.2K	0.2%	103
2025 Q2	$1.15M	Sell	4,447 -393	-8%	-$100K	0.21%	100
2025 Q1	$1.18M	Buy	4,840 +136	+3%	+$34.2K	0.24%	95
2024 Q4	$1.2M	Sell	4,704 -4,870	-51%	-$1.3M	0.23%	98
2024 Q3	$2.81M	Sell	9,574 -1,036	-10%	-$292K	0.57%	55
2024 Q2	$2.57M	Buy	10,610 +1,524	+17%	+$364K	0.56%	57
2024 Q1	$2.43M	Buy	9,086 +129	+1%	+$32.8K	0.44%	67
2023 Q4	$2.21M	Sell	8,957 -580	-6%	-$118K	0.23%	113
2023 Q3	$1.75M	Hold	9,537	–	–	0.11%	126
2023 Q2	$2.24M	Sell	9,537 -80	-0.8%	-$16.8K	0.11%	117
2023 Q1	$1.95M	Sell	9,617 -1,320	-12%	-$275K	0.1%	124
2022 Q4	$2.13M	Buy	+10,937	New	+$2M	0.08%	126

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital Group Investment Management's EFX Position: Q1 2026 in Review

Capital Group Investment Management reduced its Equifax (EFX) stake by 22% in Q1 2026, selling an estimated $249K and leaving 4,465 shares worth $804K. The position accounts for 0.14% of the portfolio, ranked #112.

Capital Group Investment Management first reported a position in EFX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.81M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Capital Group Investment Management held 4,465 shares of Equifax worth $804K as of Q1 2026.
Capital Group Investment Management sold 1,255 Equifax shares in Q1 2026, an estimated $249K.
Equifax made up 0.14% of Capital Group Investment Management's portfolio in Q1 2026, its #112 holding.
Capital Group Investment Management first reported a position in Equifax in Q4 2022 and has held it in 14 quarters since.
Capital Group Investment Management's Equifax position peaked at $2.81M in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Capital Group Investment Management's 13F filing for Q1 2026, filed 13 May 2026.