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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Oppenheimer Asset Management's EFX Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Equifax (EFX) stake by 57% in Q1 2026, buying an estimated $3.84M and bringing the position to 53,393 shares worth $9.61M. The position accounts for 0.11% of the portfolio, ranked #212.

Oppenheimer Asset Management first reported a position in EFX in Q1 2017 and has held it in 14 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Oppenheimer Asset Management held 53,393 shares of Equifax worth $9.61M as of Q1 2026.
Oppenheimer Asset Management bought 19,337 Equifax shares in Q1 2026, an estimated $3.84M.
Equifax made up 0.11% of Oppenheimer Asset Management's portfolio in Q1 2026, its #212 holding.
Oppenheimer Asset Management first reported a position in Equifax in Q1 2017 and has held it in 14 quarters since.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.