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Fulcrum Asset Management’s Equifax EFX Stock Holding History

Fulcrum Asset 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 		$124K Buy
+785
New +$134K 0.01% 455

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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

Fulcrum Asset Management's EFX Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Equifax (EFX) in Q2 2026: 785 shares worth $124K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings.

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

  • Fulcrum Asset Management held 785 shares of Equifax worth $124K as of Q2 2026.
  • Equifax was a new Fulcrum Asset Management position in Q2 2026.
  • Equifax made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #455 holding.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.