OIAM
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OFI Invest Asset Management’s Equifax EFX Stock Holding History

OFI Invest 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 		– Sell
-1,676
Closed -$262K – 368
2026
Q1 		$262K Buy
1,676
+859
+105% +$171K ﹤0.01% 317
2025
Q4 		$151K Buy
817
+313
+62% +$68.5K ﹤0.01% 354
2025
Q3 		$110K Buy
504
+81
+19% +$20.4K ﹤0.01% 255
2025
Q2 		$93.5K Buy
423
+145
+52% +$36.9K ﹤0.01% 245
2025
Q1 		$62.7K Buy
+278
New +$69.9K ﹤0.01% 308
2024
Q2 		$29.4K Buy
130
+6
+5% +$1.43K ﹤0.01% 334
2024
Q1 		$30.7K Buy
+124
New +$31.6K ﹤0.01% 239

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

OFI Invest Asset Management's EFX Position: Q2 2026 in Review

OFI Invest Asset Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,676 shares — an estimated $262K sold.

OFI Invest Asset Management first reported a position in EFX in Q1 2024 and held it in 7 quarters. The position peaked at $262K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • OFI Invest Asset Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • OFI Invest Asset Management sold 1,676 Equifax shares in Q2 2026, an estimated $262K.
  • OFI Invest Asset Management first reported a position in Equifax in Q1 2024 and held it in 7 quarters.
  • OFI Invest Asset Management's Equifax position peaked at $262K in Q1 2026.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.