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Claret Asset Management’s Equifax EFX Stock Holding History

Claret Asset 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 		$226K Buy
+1,423
New +$243K 0.02% 363

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Claret Asset Management's EFX Position: Q2 2026 in Review

Claret Asset Management opened a new position in Equifax (EFX) in Q2 2026: 1,423 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings.

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

  • Claret Asset Management held 1,423 shares of Equifax worth $226K as of Q2 2026.
  • Equifax was a new Claret Asset Management position in Q2 2026.
  • Equifax made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #363 holding.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.