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Oppenheimer & Co’s Equifax EFX Stock Holding History

Oppenheimer & Co’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
2025
Q2 		– Sell
-1,023
Closed -$249K – 1630
2025
Q1 		$249K Buy
1,023
+10
+1% +$2.51K ﹤0.01% 1357
2024
Q4 		$258K Sell
1,013
-292
-22% -$78.2K ﹤0.01% 1342
2024
Q3 		$383K Buy
1,305
+243
+23% +$68.5K 0.01% 1136
2024
Q2 		$257K Buy
+1,062
New +$253K ﹤0.01% 1253
2017
Q3 		– Sell
-2,658
Closed -$365K – 1317
2017
Q2 		$365K Sell
2,658
-76
-3% -$10.4K 0.01% 945
2017
Q1 		$374K Sell
2,734
-125
-4% -$15.9K 0.01% 910
2016
Q4 		$338K Sell
2,859
-22,217
-89% -$2.72M 0.01% 948
2016
Q3 		$3.37M Sell
25,076
-2,526
-9% -$335K 0.1% 241
2016
Q2 		$3.54M Sell
27,602
-479
-2% -$58K 0.11% 226
2016
Q1 		$3.21M Sell
28,081
-23,083
-45% -$2.43M 0.1% 236
2015
Q4 		$5.7M Buy
51,164
+15,780
+45% +$1.7M 0.17% 135
2015
Q3 		$3.44M Buy
35,384
+12,283
+53% +$1.22M 0.1% 218
2015
Q2 		$2.24M Sell
23,101
-9,204
-28% -$898K 0.06% 359
2015
Q1 		$3M Sell
32,305
-4,504
-12% -$400K 0.08% 284
2014
Q4 		$2.98M Sell
36,809
-3,328
-8% -$257K 0.09% 279
2014
Q3 		$3M Buy
40,137
+7,403
+23% +$564K 0.09% 267
2014
Q2 		$2.37M Buy
+32,734
New +$2.3M 0.07% 327

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Oppenheimer & Co's EFX Position: Q2 2025 in Review

Oppenheimer & Co sold out of Equifax (EFX) in Q2 2025, closing a stake of 1,023 shares — an estimated $249K sold.

Oppenheimer & Co first reported a position in EFX in Q2 2014 and held it in 17 quarters. The position peaked at $5.7M in Q4 2015. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Oppenheimer & Co reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 1,023 Equifax shares in Q2 2025, an estimated $249K.
  • Oppenheimer & Co first reported a position in Equifax in Q2 2014 and held it in 17 quarters.
  • Oppenheimer & Co's Equifax position peaked at $5.7M in Q4 2015.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.