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North Star Investment Management’s Equifax EFX Stock Holding History

North Star Investment 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 		– Sell
-6
Closed -$1.08K – 1767
2026
Q1 		$1.08K Buy
6
+2
+50% +$397 ﹤0.01% 1479
2025
Q4 		$868 Buy
+4
New +$876 ﹤0.01% 1411
2024
Q2 		– Sell
-6
Closed -$1.6K – 1188
2024
Q1 		$1.6K Hold
6
– – ﹤0.01% 1111
2023
Q4 		$1.48K Hold
6
– – ﹤0.01% 1075
2023
Q3 		$1.1K Hold
6
– – ﹤0.01% 1129
2023
Q2 		$1.41K Hold
6
– – ﹤0.01% 1108
2023
Q1 		$1.22K Hold
6
– – ﹤0.01% 1137
2022
Q4 		$1.17K Buy
+6
New +$1.1K ﹤0.01% 1142
2019
Q3 		– Sell
-5,548
Closed -$750K – 1096
2019
Q2 		$750K Hold
5,548
– – 0.09% 236
2019
Q1 		$657K Buy
+5,548
New +$592K 0.08% 248

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 $3.38T AUM 44.17% 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

North Star Investment Management's EFX Position: Q2 2026 in Review

North Star Investment Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 6 shares — an estimated $1.08K sold.

North Star Investment Management first reported a position in EFX in Q1 2019 and held it in 10 quarters. The position peaked at $750K in Q2 2019. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • North Star Investment Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • North Star Investment Management sold 6 Equifax shares in Q2 2026, an estimated $1.08K.
  • North Star Investment Management first reported a position in Equifax in Q1 2019 and held it in 10 quarters.
  • North Star Investment Management's Equifax position peaked at $750K in Q2 2019.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.