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Fisher Funds Management’s Equifax EFX Stock Holding History

Fisher Funds 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 		$34M Sell
214,436
-12,215
-5% -$2.08M 0.97% 28
2026
Q1 		$40.8M Buy
226,651
+98,497
+77% +$19.6M 1.2% 26
2025
Q4 		$27.9M Buy
+128,154
New +$28.1M 0.72% 46

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

Fisher Funds Management's EFX Position: Q2 2026 in Review

Fisher Funds Management reduced its Equifax (EFX) stake by 5.4% in Q2 2026, selling an estimated $2.08M and leaving 214,436 shares worth $34M. The position accounts for 0.97% of the portfolio, ranked #28.

Fisher Funds Management first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.8M in Q1 2026. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Fisher Funds Management held 214,436 shares of Equifax worth $34M as of Q2 2026.
  • Fisher Funds Management sold 12,215 Equifax shares in Q2 2026, an estimated $2.08M.
  • Equifax made up 0.97% of Fisher Funds Management's portfolio in Q2 2026, its #28 holding.
  • Fisher Funds Management first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Fisher Funds Management's Equifax position peaked at $40.8M in Q1 2026.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.