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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

iSAM Funds (UK)'s EFX Position: Q1 2026 in Review

iSAM Funds (UK) opened a new position in Equifax (EFX) in Q1 2026: 1,650 shares worth $297K. The stake represents 0.15% of the portfolio and ranks #210 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in EFX as recently as Q2 2025.

iSAM Funds (UK) first reported a position in EFX in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.51M in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • iSAM Funds (UK) held 1,650 shares of Equifax worth $297K as of Q1 2026.
  • Equifax was a new iSAM Funds (UK) position in Q1 2026.
  • Equifax made up 0.15% of iSAM Funds (UK)'s portfolio in Q1 2026, its #210 holding.
  • iSAM Funds (UK) first reported a position in Equifax in Q1 2023 and has held it in 5 quarters since.
  • iSAM Funds (UK)'s Equifax position peaked at $2.51M in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.