Oppenheimer Asset Management’s Equifax EFX Stock Holding History

Oppenheimer 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	$7.71M	Sell	48,597 -4,796	-9%	-$817K	0.08%	277
2026 Q1	$9.61M	Buy	53,393 +19,337	+57%	+$3.84M	0.11%	212
2025 Q4	$7.39M	Buy	34,056 +9,710	+40%	+$2.13M	0.09%	240
2025 Q3	$6.25M	Buy	24,346 +11,184	+85%	+$2.81M	0.07%	305
2025 Q2	$3.41M	Buy	13,162 +11,268	+595%	+$2.87M	0.04%	413
2025 Q1	$461K	Buy	+1,894	New	+$476K	0.01%	869
2020 Q2	–	Sell	-472	Closed	-$56K	–	1167
2020 Q1	$56K	Buy	472 +118	+33%	+$17.2K	﹤0.01%	1238
2019 Q4	$50K	Hold	354	–	–	﹤0.01%	1338
2019 Q3	$50K	Sell	354 -13	-4%	-$1.83K	﹤0.01%	1341
2019 Q2	$50K	Hold	367	–	–	﹤0.01%	1375
2019 Q1	$44K	Hold	367	–	–	﹤0.01%	1374
2018 Q4	$34K	Buy	+367	New	+$39.1K	﹤0.01%	1403
2017 Q4	–	Sell	-1,872	Closed	-$198K	–	1188
2017 Q3	$198K	Sell	1,872 -7,917	-81%	-$1.05M	0.01%	1050
2017 Q2	$1.35M	Sell	9,789 -50	-0.5%	-$6.86K	0.04%	487
2017 Q1	$1.34M	Buy	+9,839	New	+$1.25M	0.04%	471

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Oppenheimer Asset Management reduced its Equifax (EFX) stake by 9% in Q2 2026, selling an estimated $817K and leaving 48,597 shares worth $7.71M. The position accounts for 0.08% of the portfolio, ranked #277.

Oppenheimer Asset Management first reported a position in EFX in Q1 2017 and has held it in 15 quarters since. The position peaked at $9.61M in Q1 2026. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Oppenheimer Asset Management held 48,597 shares of Equifax worth $7.71M as of Q2 2026.
Oppenheimer Asset Management sold 4,796 Equifax shares in Q2 2026, an estimated $817K.
Equifax made up 0.08% of Oppenheimer Asset Management's portfolio in Q2 2026, its #277 holding.
Oppenheimer Asset Management first reported a position in Equifax in Q1 2017 and has held it in 15 quarters since.
Oppenheimer Asset Management's Equifax position peaked at $9.61M in Q1 2026.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.