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iSAM Funds (UK)’s Equifax EFX Stock Holding History

iSAM Funds (UK)’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 		$254K Sell
1,600
-50
-3% -$8.52K 0.18% 181
2026
Q1 		$297K Buy
+1,650
New +$328K 0.15% 210
2025
Q3 		– Sell
-9,678
Closed -$2.51M – 678
2025
Q2 		$2.51M Buy
+9,678
New +$2.46M 0.55% 38
2024
Q4 		– Sell
-4,716
Closed -$1.39M – 296
2024
Q3 		$1.39M Buy
+4,716
New +$1.33M 0.78% 24
2024
Q1 		– Sell
-844
Closed -$209K – 273
2023
Q4 		$209K Buy
+844
New +$171K 0.15% 186
2023
Q2 		– Sell
-1,888
Closed -$383K – 217
2023
Q1 		$383K Buy
+1,888
New +$393K 0.49% 85

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

iSAM Funds (UK)'s EFX Position: Q2 2026 in Review

iSAM Funds (UK) reduced its Equifax (EFX) stake by 3% in Q2 2026, selling an estimated $8.52K and leaving 1,600 shares worth $254K. The position accounts for 0.18% of the portfolio, ranked #181.

iSAM Funds (UK) first reported a position in EFX in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.51M in Q2 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • iSAM Funds (UK) held 1,600 shares of Equifax worth $254K as of Q2 2026.
  • iSAM Funds (UK) sold 50 Equifax shares in Q2 2026, an estimated $8.52K.
  • Equifax made up 0.18% of iSAM Funds (UK)'s portfolio in Q2 2026, its #181 holding.
  • iSAM Funds (UK) first reported a position in Equifax in Q1 2023 and has held it in 6 quarters since.
  • iSAM Funds (UK)'s Equifax position peaked at $2.51M in Q2 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.