OBC
EFX icon

Oakum Bay Capital’s Equifax EFX Stock Holding History

Oakum Bay Capital’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 		$925K Sell
5,139
-7,750
-60% -$1.54M 0.5% 25
2025
Q4 		$2.8M Buy
+12,889
New +$2.82M 1.37% 14

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Oakum Bay Capital's EFX Position: Q1 2026 in Review

Oakum Bay Capital reduced its Equifax (EFX) stake by 60% in Q1 2026, selling an estimated $1.54M and leaving 5,139 shares worth $925K. The position accounts for 0.5% of the portfolio, ranked #25.

Oakum Bay Capital first reported a position in EFX in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.8M in Q4 2025. 875 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Oakum Bay Capital held 5,139 shares of Equifax worth $925K as of Q1 2026.
  • Oakum Bay Capital sold 7,750 Equifax shares in Q1 2026, an estimated $1.54M.
  • Equifax made up 0.5% of Oakum Bay Capital's portfolio in Q1 2026, its #25 holding.
  • Oakum Bay Capital first reported a position in Equifax in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's Equifax position peaked at $2.8M in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.