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Cornerstone Financial Management’s Equifax EFX Stock Holding History

Cornerstone 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 		$1.27K Sell
8
-4
-33% -$682 ﹤0.01% 999
2026
Q1 		$2.16K Buy
12
+10
+500% +$1.99K ﹤0.01% 713
2025
Q4 		$434 Buy
+2
New +$438 ﹤0.01% 1220

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Vanguard Portfolio Management
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State Street
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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

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

Cornerstone Financial Management reduced its Equifax (EFX) stake by 33% in Q2 2026, selling an estimated $682 and leaving 8 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Cornerstone Financial Management first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.16K in Q1 2026. 833 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Cornerstone Financial Management held 8 shares of Equifax worth $1.27K as of Q2 2026.
  • Cornerstone Financial Management sold 4 Equifax shares in Q2 2026, an estimated $682.
  • Equifax made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #999 holding.
  • Cornerstone Financial Management first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Equifax position peaked at $2.16K in Q1 2026.
  • 833 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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