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Financial Consulate’s Equifax EFX Stock Holding History

Financial Consulate’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 		$953 Buy
6
+1
+20% +$170 ﹤0.01% 1174
2026
Q1 		$901 Hold
5
– – ﹤0.01% 1130
2025
Q4 		$1.08K Hold
5
– – ﹤0.01% 1000
2025
Q3 		$1.28K Buy
+5
New +$1.26K ﹤0.01% 840

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

Financial Consulate's EFX Position: Q2 2026 in Review

Financial Consulate increased its Equifax (EFX) stake by 20% in Q2 2026, buying an estimated $170 and bringing the position to 6 shares worth $953. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Financial Consulate first reported a position in EFX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.28K in Q3 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Financial Consulate held 6 shares of Equifax worth $953 as of Q2 2026.
  • Financial Consulate bought 1 Equifax share in Q2 2026, an estimated $170.
  • Equifax made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1174 holding.
  • Financial Consulate first reported a position in Equifax in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Equifax position peaked at $1.28K in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.