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Catalyst Funds Management’s Equifax EFX Stock Holding History

Catalyst Funds 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 		$770K Buy
4,850
+3,083
+174% +$525K 0.04% 335
2026
Q1 		$318K Buy
+1,767
New +$351K 0.05% 338
2025
Q3 		– Sell
-2,000
Closed -$519K – 536
2025
Q2 		$519K Buy
+2,000
New +$509K 0.14% 192
2024
Q4 		– Sell
-2,800
Closed -$823K – 609
2024
Q3 		$823K Buy
2,800
+2,700
+2,700% +$762K 0.18% 90
2024
Q2 		$24.2K Buy
+100
New +$23.9K 0.01% 621

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

Catalyst Funds Management's EFX Position: Q2 2026 in Review

Catalyst Funds Management increased its Equifax (EFX) stake by 174% in Q2 2026, buying an estimated $525K and bringing the position to 4,850 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #335.

Catalyst Funds Management first reported a position in EFX in Q2 2024 and has held it in 5 quarters since. The position peaked at $823K in Q3 2024. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Catalyst Funds Management held 4,850 shares of Equifax worth $770K as of Q2 2026.
  • Catalyst Funds Management bought 3,083 Equifax shares in Q2 2026, an estimated $525K.
  • Equifax made up 0.04% of Catalyst Funds Management's portfolio in Q2 2026, its #335 holding.
  • Catalyst Funds Management first reported a position in Equifax in Q2 2024 and has held it in 5 quarters since.
  • Catalyst Funds Management's Equifax position peaked at $823K in Q3 2024.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.