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Compass Financial Management’s Equifax EFX Stock Holding History

Compass Financial 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 		$159 Buy
+1
New +$170 ﹤0.01% 1490

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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

Compass Financial Management's EFX Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 1 share of Equifax worth $159 as of Q2 2026.
  • Equifax was a new Compass Financial Management position in Q2 2026.
  • Equifax made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1490 holding.
  • 790 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.