Marquette Asset Management’s Equifax EFX Stock Holding History

Marquette 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	$7.46K	Buy	+47	New	+$8.01K	﹤0.01%	364
2025 Q4	–	Sell	-10	Closed	-$2.57K	–	756
2025 Q3	$2.57K	Buy	+10	New	+$2.51K	﹤0.01%	475
2022 Q3	–	Sell	-2	Closed	–	–	278
2022 Q2	$0	Buy	+2	New	+$400	﹤0.01%	334

Other funds holding EFX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

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

Marquette Asset Management opened a new position in Equifax (EFX) in Q2 2026: 47 shares worth $7.46K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in EFX as recently as Q3 2025.

Marquette Asset Management first reported a position in EFX in Q2 2022 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Marquette Asset Management held 47 shares of Equifax worth $7.46K as of Q2 2026.
Equifax was a new Marquette Asset Management position in Q2 2026.
Equifax made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #364 holding.
Marquette Asset Management first reported a position in Equifax in Q2 2022 and has held it in 3 quarters since.
385 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.