Osaic Holdings
EFX icon

Osaic Holdings’s Equifax EFX Stock Holding History

Osaic Holdings’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 		$2.31M Buy
12,820
+2,986
+30% +$593K ﹤0.01% 1956
2025
Q4 		$2.13M Sell
9,834
-2,849
-22% -$624K ﹤0.01% 2037
2025
Q3 		$3.2M Buy
12,683
+4,054
+47% +$1.02M ﹤0.01% 1810
2025
Q2 		$2.23M Buy
8,629
+1,032
+14% +$263K ﹤0.01% 1806
2025
Q1 		$1.85M Sell
7,597
-8,394
-52% -$2.11M ﹤0.01% 1726
2024
Q4 		$2M Buy
15,991
+10,037
+169% +$2.69M ﹤0.01% 1674
2024
Q3 		$1.75M Sell
5,954
-3,218
-35% -$908K ﹤0.01% 1808
2024
Q2 		$2.22M Buy
9,172
+2,625
+40% +$626K 0.01% 1541
2024
Q1 		$1.75M Sell
6,547
-20,134
-75% -$5.12M ﹤0.01% 1806
2023
Q4 		$6.6M Sell
26,681
-13,364
-33% -$2.71M 0.01% 1021
2023
Q3 		$7.34M Buy
40,045
+11,789
+42% +$2.41M 0.01% 1047
2023
Q2 		$6.65M Sell
28,256
-315
-1% -$66.3K 0.01% 988
2023
Q1 		$5.79M Sell
28,571
-2,281
-7% -$475K 0.01% 1059
2022
Q4 		$6M Sell
30,852
-6,810
-18% -$1.24M 0.01% 984
2022
Q3 		$6.46M Sell
37,662
-1,207
-3% -$236K 0.01% 874
2022
Q2 		$7.11M Buy
38,869
+3,169
+9% +$634K 0.02% 837
2022
Q1 		$8.34M Buy
35,700
+10,041
+39% +$2.37M 0.02% 866
2021
Q4 		$7.5M Buy
25,659
+2,845
+12% +$792K 0.01% 887
2021
Q3 		$5.79M Buy
22,814
+6,485
+40% +$1.69M 0.01% 971
2021
Q2 		$3.91M Buy
16,329
+1,271
+8% +$284K 0.01% 1197
2021
Q1 		$2.73M Buy
15,058
+1,071
+8% +$189K 0.01% 1361
2020
Q4 		$2.7M Buy
13,987
+2,365
+20% +$398K 0.01% 1224
2020
Q3 		$1.83M Buy
11,622
+4,034
+53% +$661K 0.01% 1367
2020
Q2 		$1.31M Buy
7,588
+1,818
+32% +$269K ﹤0.01% 1544
2020
Q1 		$688K Buy
+5,770
New +$839K ﹤0.01% 1815

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Osaic Holdings's EFX Position: Q1 2026 in Review

Osaic Holdings increased its Equifax (EFX) stake by 30% in Q1 2026, buying an estimated $593K and bringing the position to 12,820 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Osaic Holdings first reported a position in EFX in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.34M in Q1 2022. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Osaic Holdings held 12,820 shares of Equifax worth $2.31M as of Q1 2026.
  • Osaic Holdings bought 2,986 Equifax shares in Q1 2026, an estimated $593K.
  • Equifax made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1956 holding.
  • Osaic Holdings first reported a position in Equifax in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Equifax position peaked at $8.34M in Q1 2022.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.