Ossiam’s Equifax EFX Stock Holding History

Ossiam’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	$318K	Buy	+2,002	New	+$341K	﹤0.01%	546
2025 Q4	–	Sell	-2,326	Closed	-$597K	–	461
2025 Q3	$597K	Sell	2,326 -121	-5%	-$30.4K	0.01%	537
2025 Q2	$635K	Sell	2,447 -168	-6%	-$42.7K	0.01%	448
2025 Q1	$637K	Sell	2,615 -290	-10%	-$72.9K	0.01%	395
2024 Q4	$740K	Sell	2,905 -19	-0.6%	-$5.09K	0.01%	399
2024 Q3	$859K	Sell	2,924 -834	-22%	-$235K	0.02%	371
2024 Q2	$911K	Buy	3,758 +844	+29%	+$201K	0.02%	375
2024 Q1	$780K	Sell	2,914 -89	-3%	-$22.6K	0.01%	430
2023 Q4	$743K	Sell	3,003 -20	-0.7%	-$4.06K	0.01%	407
2023 Q3	$554K	Buy	+3,023	New	+$617K	0.01%	449
2022 Q2	–	Sell	-137	Closed	-$32K	–	455
2022 Q1	$32K	Buy	+137	New	+$32.3K	﹤0.01%	405
2021 Q2	–	Sell	-762	Closed	-$138K	–	455
2021 Q1	$138K	Buy	+762	New	+$135K	﹤0.01%	358

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 $3.37T AUM 44.26% 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

Ossiam's EFX Position: Q2 2026 in Review

Ossiam opened a new position in Equifax (EFX) in Q2 2026: 2,002 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Ossiam previously reported a position in EFX as recently as Q3 2025.

Ossiam first reported a position in EFX in Q1 2021 and has held it in 12 quarters since. The position peaked at $911K in Q2 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Ossiam held 2,002 shares of Equifax worth $318K as of Q2 2026.
Equifax was a new Ossiam position in Q2 2026.
Equifax made up ﹤0.01% of Ossiam's portfolio in Q2 2026, its #546 holding.
Ossiam first reported a position in Equifax in Q1 2021 and has held it in 12 quarters since.
Ossiam's Equifax position peaked at $911K in Q2 2024.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.