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Evergreen Capital Management’s Equifax EFX Stock Holding History

Evergreen Capital 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 		$408K Buy
+2,571
New +$438K 0.01% 1026

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
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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

Evergreen Capital Management's EFX Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in Equifax (EFX) in Q2 2026: 2,571 shares worth $408K. The stake represents 0.01% of the portfolio and ranks #1026 among its holdings.

832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Evergreen Capital Management held 2,571 shares of Equifax worth $408K as of Q2 2026.
  • Equifax was a new Evergreen Capital Management position in Q2 2026.
  • Equifax made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1026 holding.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.