COMPASS FINANCIAL MANAGEMENT LLC’s Equifax EFX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$159	Buy	+1	New	+$170	﹤0.01%	1490

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's EFX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Equifax (EFX) in Q2 2026: 1 share worth $159. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings.

567 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1 share of Equifax worth $159 as of Q2 2026.
Equifax was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Equifax made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1490 holding.
567 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.