CAM
EFX icon

Cresset Asset Management’s Equifax EFX Stock Holding History

Cresset 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 		$507K Buy
3,197
+84
+3% +$14.3K ﹤0.01% 1157
2026
Q1 		$561K Sell
3,113
-384
-11% -$76.3K ﹤0.01% 1013
2025
Q4 		$759K Buy
3,497
+333
+11% +$72.9K ﹤0.01% 902
2025
Q3 		$812K Buy
3,164
+377
+14% +$94.8K ﹤0.01% 831
2025
Q2 		$723K Sell
2,787
-1,982
-42% -$504K ﹤0.01% 788
2025
Q1 		$1.16M Sell
4,769
-2,330
-33% -$586K 0.01% 720
2024
Q4 		$1.81M Sell
7,099
-8,886
-56% -$2.38M 0.01% 581
2024
Q3 		$4.7M Buy
15,985
+560
+4% +$158K 0.02% 468
2024
Q2 		$3.74M Buy
15,425
+2,281
+17% +$544K 0.02% 498
2024
Q1 		$3.52M Buy
13,144
+6,140
+88% +$1.56M 0.02% 444
2023
Q4 		$1.73M Sell
7,004
-160
-2% -$32.5K 0.01% 653
2023
Q3 		$1.31M Sell
7,164
-75
-1% -$15.3K 0.01% 717
2023
Q2 		$1.7M Buy
7,239
+3,430
+90% +$722K ﹤0.01% 700
2023
Q1 		$773K Buy
+3,809
New +$793K 0.02% 391
2022
Q4 		– Sell
-4,028
Closed -$691K – 785
2022
Q3 		$691K Buy
4,028
+139
+4% +$27.2K 0.01% 429
2022
Q2 		$711K Buy
3,889
+2,495
+179% +$499K 0.01% 458
2022
Q1 		$330K Sell
1,394
-243
-15% -$57.3K ﹤0.01% 743
2021
Q4 		$479K Buy
1,637
+242
+17% +$67.4K ﹤0.01% 712
2021
Q3 		$354K Sell
1,395
-1,717
-55% -$446K ﹤0.01% 770
2021
Q2 		$745K Buy
+3,112
New +$696K 0.01% 437
2019
Q2 		– Sell
-291
Closed -$34K – 813
2019
Q1 		$34K Buy
291
+220
+310% +$23.5K ﹤0.01% 891
2018
Q4 		$7K Buy
+71
New +$7.56K ﹤0.01% 925

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 $3.38T AUM 44.17% 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

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

Cresset Asset Management increased its Equifax (EFX) stake by 2.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 3,197 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Cresset Asset Management first reported a position in EFX in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.7M in Q3 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Cresset Asset Management held 3,197 shares of Equifax worth $507K as of Q2 2026.
  • Cresset Asset Management bought 84 Equifax shares in Q2 2026, an estimated $14.3K.
  • Equifax made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1157 holding.
  • Cresset Asset Management first reported a position in Equifax in Q4 2018 and has held it in 22 quarters since.
  • Cresset Asset Management's Equifax position peaked at $4.7M in Q3 2024.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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