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Capital Group Private Client Services’s Equifax EFX Stock Holding History

Capital Group Private Client Services’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 		$1.48M Buy
+9,307
New +$1.59M 0.02% 182
2025
Q4 		– Sell
-11,958
Closed -$3.07M – 288
2025
Q3 		$3.07M Sell
11,958
-41,963
-78% -$10.5M 0.05% 155
2025
Q2 		$14M Sell
53,921
-1,669
-3% -$425K 0.12% 129
2025
Q1 		$13.5M Sell
55,590
-1,245
-2% -$313K 0.13% 127
2024
Q4 		$14.5M Sell
56,835
-1,012
-2% -$271K 0.13% 134
2024
Q3 		$17M Sell
57,847
-1,432
-2% -$404K 0.16% 128
2024
Q2 		$14.4M Sell
59,279
-1,059
-2% -$253K 0.14% 125
2024
Q1 		$16.1M Buy
60,338
+52,443
+664% +$13.3M 0.16% 124
2023
Q4 		$1.95M Sell
7,895
-1,684
-18% -$342K 0.02% 197
2023
Q3 		$1.75M Sell
9,579
-236
-2% -$48.2K 0.02% 190
2023
Q2 		$2.31M Buy
9,815
+47
+0.5% +$9.89K 0.03% 173
2023
Q1 		$1.98M Buy
+9,768
New +$2.03M 0.02% 173
2022
Q1 		– Sell
-47,450
Closed -$13.9M – 238
2021
Q4 		$13.9M Sell
47,450
-1,116
-2% -$311K 0.15% 120
2021
Q3 		$12.3M Buy
+48,566
New +$12.6M 0.14% 123

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

Capital Group Private Client Services's EFX Position: Q2 2026 in Review

Capital Group Private Client Services opened a new position in Equifax (EFX) in Q2 2026: 9,307 shares worth $1.48M. The stake represents 0.02% of the portfolio and ranks #182 among its holdings. This is a return to the name: Capital Group Private Client Services previously reported a position in EFX as recently as Q3 2025.

Capital Group Private Client Services first reported a position in EFX in Q3 2021 and has held it in 14 quarters since. The position peaked at $17M in Q3 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Capital Group Private Client Services held 9,307 shares of Equifax worth $1.48M as of Q2 2026.
  • Equifax was a new Capital Group Private Client Services position in Q2 2026.
  • Equifax made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #182 holding.
  • Capital Group Private Client Services first reported a position in Equifax in Q3 2021 and has held it in 14 quarters since.
  • Capital Group Private Client Services's Equifax position peaked at $17M in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.