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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
Q2 		– Sell
-12,445
Closed -$2.24M – 1007
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
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 $3.37T 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

Edgestream Partners's EFX Position: Q2 2026 in Review

Edgestream Partners sold out of Equifax (EFX) in Q2 2026, closing a stake of 12,445 shares — an estimated $2.24M sold.

Edgestream Partners first reported a position in EFX in Q3 2016 and held it in 13 quarters. The position peaked at $17.4M in Q3 2020. 834 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Edgestream Partners reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 12,445 Equifax shares in Q2 2026, an estimated $2.24M.
  • Edgestream Partners first reported a position in Equifax in Q3 2016 and held it in 13 quarters.
  • Edgestream Partners's Equifax position peaked at $17.4M in Q3 2020.
  • 834 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.