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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
Q2 		$709K Hold
4,465
– – 0.11% 126
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
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

Capital Group Investment Management's EFX Position: Q2 2026 in Review

Capital Group Investment Management held its Equifax (EFX) position steady in Q2 2026 at 4,465 shares worth $709K. The position accounts for 0.11% of the portfolio, ranked #126.

Capital Group Investment Management first reported a position in EFX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.81M in Q3 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Capital Group Investment Management held 4,465 shares of Equifax worth $709K as of Q2 2026.
  • Capital Group Investment Management left its Equifax share count unchanged in Q2 2026.
  • Equifax made up 0.11% of Capital Group Investment Management's portfolio in Q2 2026, its #126 holding.
  • Capital Group Investment Management first reported a position in Equifax in Q4 2022 and has held it in 15 quarters since.
  • Capital Group Investment Management's Equifax position peaked at $2.81M in Q3 2024.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.