Forum Financial Management’s Equifax EFX Stock Holding History

Forum Financial 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 Q1	–	Sell	-1,630	Closed	-$354K	–	533
2025 Q4	$354K	Buy	1,630 +1	+0.1%	+$219	﹤0.01%	659
2025 Q3	$418K	Buy	1,629 +297	+22%	+$74.6K	0.01%	548
2025 Q2	$345K	Sell	1,332 -110	-8%	-$28K	0.01%	585
2025 Q1	$351K	Buy	1,442 +1	+0.1%	+$251	0.01%	510
2024 Q4	$367K	Buy	1,441 +760	+112%	+$204K	0.01%	510
2024 Q3	$200K	Buy	+681	New	+$192K	﹤0.01%	726

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

Forum Financial Management's EFX Position: Q1 2026 in Review

Forum Financial Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,630 shares — an estimated $354K sold.

Forum Financial Management first reported a position in EFX in Q3 2024 and held it in 6 quarters. The position peaked at $418K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Forum Financial Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,630 Equifax shares in Q1 2026, an estimated $354K.
Forum Financial Management first reported a position in Equifax in Q3 2024 and held it in 6 quarters.
Forum Financial Management's Equifax position peaked at $418K in Q3 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.