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Coldstream Capital Management’s Equifax EFX Stock Holding History

Coldstream Capital 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 		$209K Sell
1,315
-1,335
-50% -$228K ﹤0.01% 1157
2026
Q1 		$477K Buy
2,650
+216
+9% +$42.9K 0.01% 747
2025
Q4 		$528K Buy
2,434
+901
+59% +$197K 0.01% 702
2025
Q3 		$393K Buy
1,533
+115
+8% +$28.9K 0.01% 827
2025
Q2 		$368K Sell
1,418
-633
-31% -$161K 0.01% 786
2025
Q1 		$500K Buy
2,051
+330
+19% +$82.9K 0.01% 598
2024
Q4 		$439K Sell
1,721
-144
-8% -$38.6K 0.01% 659
2024
Q3 		$540K Buy
1,865
+728
+64% +$205K 0.01% 581
2024
Q2 		$276K Sell
1,137
-376
-25% -$89.7K 0.01% 790
2024
Q1 		$405K Buy
1,513
+61
+4% +$15.5K 0.01% 639
2023
Q4 		$359K Buy
+1,452
New +$295K 0.01% 639
2023
Q3 		– Sell
-1,185
Closed -$279K – 812
2023
Q2 		$279K Sell
1,185
-100
-8% -$21K 0.01% 656
2023
Q1 		$261K Sell
1,285
-2
-0.2% -$416 0.01% 669
2022
Q4 		$250K Buy
+1,287
New +$235K 0.01% 687
2022
Q2 		– Sell
-995
Closed -$236K – 791
2022
Q1 		$236K Sell
995
-73
-7% -$17.2K 0.01% 677
2021
Q4 		$313K Buy
+1,068
New +$297K 0.01% 595

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

Coldstream Capital Management's EFX Position: Q2 2026 in Review

Coldstream Capital Management reduced its Equifax (EFX) stake by 50% in Q2 2026, selling an estimated $228K and leaving 1,315 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Coldstream Capital Management first reported a position in EFX in Q4 2021 and has held it in 16 quarters since. The position peaked at $540K in Q3 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Coldstream Capital Management held 1,315 shares of Equifax worth $209K as of Q2 2026.
  • Coldstream Capital Management sold 1,335 Equifax shares in Q2 2026, an estimated $228K.
  • Equifax made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1157 holding.
  • Coldstream Capital Management first reported a position in Equifax in Q4 2021 and has held it in 16 quarters since.
  • Coldstream Capital Management's Equifax position peaked at $540K in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.