Cromwell Holdings’s Equifax EFX Stock Holding History

Cromwell Holdings’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	$27.3K	Sell	172 -131	-43%	-$22.3K	0.01%	552
2026 Q1	$54.6K	Sell	303 -44	-13%	-$8.74K	0.03%	457
2025 Q4	$75.3K	Sell	347 -2	-0.6%	-$438	0.04%	376
2025 Q3	$89.5K	Hold	349	–	–	0.05%	345
2025 Q2	$90.5K	Buy	349 +14	+4%	+$3.56K	0.05%	323
2025 Q1	$81.6K	Buy	335 +8	+2%	+$2.01K	0.05%	329
2024 Q4	$83.3K	Sell	327 -44	-12%	-$11.8K	0.05%	329
2024 Q3	$109K	Buy	371 +44	+13%	+$12.4K	0.07%	275
2024 Q2	$79.3K	Buy	+327	New	+$78K	0.05%	334

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cromwell Holdings's EFX Position: Q2 2026 in Review

Cromwell Holdings reduced its Equifax (EFX) stake by 43% in Q2 2026, selling an estimated $22.3K and leaving 172 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #552.

Cromwell Holdings first reported a position in EFX in Q2 2024 and has held it in 9 quarters since. The position peaked at $109K in Q3 2024. 139 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Cromwell Holdings held 172 shares of Equifax worth $27.3K as of Q2 2026.
Cromwell Holdings sold 131 Equifax shares in Q2 2026, an estimated $22.3K.
Equifax made up 0.01% of Cromwell Holdings's portfolio in Q2 2026, its #552 holding.
Cromwell Holdings first reported a position in Equifax in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's Equifax position peaked at $109K in Q3 2024.
139 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.