Edgestream Partners’s Equifax EFX Stock Holding History

Edgestream Partners’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 Q1	$2.24M	Buy	12,445 +7,044	+130%	+$1.4M	0.07%	466
2025 Q4	$1.17M	Buy	+5,401	New	+$1.18M	0.03%	656
2024 Q4	–	Sell	-795	Closed	-$234K	–	911
2024 Q3	$234K	Buy	+795	New	+$224K	0.01%	793
2022 Q1	–	Sell	-1,108	Closed	-$324K	–	561
2021 Q4	$324K	Buy	+1,108	New	+$308K	0.02%	429
2021 Q2	–	Sell	-33,251	Closed	-$6.02M	–	466
2021 Q1	$6.02M	Sell	33,251 -33,997	-51%	-$6.01M	0.34%	112
2020 Q4	$13M	Sell	67,248 -43,843	-39%	-$7.37M	0.65%	41
2020 Q3	$17.4M	Buy	111,091 +61,334	+123%	+$10M	1.13%	16
2020 Q2	$8.55M	Buy	49,757 +3,575	+8%	+$530K	0.45%	61
2020 Q1	$5.52M	Sell	46,182 -39,402	-46%	-$5.73M	0.51%	59
2019 Q4	$12M	Buy	+85,584	New	+$11.9M	0.62%	45
2017 Q3	–	Sell	-4,645	Closed	-$638K	–	129
2017 Q2	$638K	Sell	4,645 -2,095	-31%	-$288K	0.24%	69
2017 Q1	$922K	Buy	+6,740	New	+$857K	0.41%	54
2016 Q4	–	Sell	-4,731	Closed	-$637K	–	103
2016 Q3	$637K	Buy	+4,731	New	+$627K	0.35%	67

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Edgestream Partners's EFX Position: Q1 2026 in Review

Edgestream Partners increased its Equifax (EFX) stake by 130% in Q1 2026, buying an estimated $1.4M and bringing the position to 12,445 shares worth $2.24M. The position accounts for 0.07% of the portfolio, ranked #466.

Edgestream Partners first reported a position in EFX in Q3 2016 and has held it in 13 quarters since. The position peaked at $17.4M in Q3 2020. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Edgestream Partners held 12,445 shares of Equifax worth $2.24M as of Q1 2026.
Edgestream Partners bought 7,044 Equifax shares in Q1 2026, an estimated $1.4M.
Equifax made up 0.07% of Edgestream Partners's portfolio in Q1 2026, its #466 holding.
Edgestream Partners first reported a position in Equifax in Q3 2016 and has held it in 13 quarters since.
Edgestream Partners's Equifax position peaked at $17.4M in Q3 2020.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.