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Close Asset Management’s Equifax EFX Stock Holding History

Close 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 		$28K Hold
175
– – ﹤0.01% 188
2026
Q1 		$32K Buy
+175
New +$34.8K ﹤0.01% 190

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

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

Close Asset Management held its Equifax (EFX) position steady in Q2 2026 at 175 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Close Asset Management first reported a position in EFX in Q1 2026 and has held it in 2 quarters since. The position peaked at $32K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Close Asset Management held 175 shares of Equifax worth $28K as of Q2 2026.
  • Close Asset Management left its Equifax share count unchanged in Q2 2026.
  • Equifax made up ﹤0.01% of Close Asset Management's portfolio in Q2 2026, its #188 holding.
  • Close Asset Management first reported a position in Equifax in Q1 2026 and has held it in 2 quarters since.
  • Close Asset Management's Equifax position peaked at $32K in Q1 2026.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Close Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.