Osterweis Capital Management’s Equifax EFX Stock Holding History

Osterweis Capital 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	$33.3K	Hold	210	–	–	﹤0.01%	209
2026 Q1	$37.8K	Hold	210	–	–	﹤0.01%	206
2025 Q4	$45.6K	Hold	210	–	–	﹤0.01%	221
2025 Q3	$53.9K	Hold	210	–	–	﹤0.01%	204
2025 Q2	$54.5K	Hold	210	–	–	﹤0.01%	205
2025 Q1	$51.1K	Hold	210	–	–	﹤0.01%	153
2024 Q4	$53.5K	Hold	210	–	–	﹤0.01%	171
2024 Q3	$61.7K	Hold	210	–	–	﹤0.01%	168
2024 Q2	$50.9K	Hold	210	–	–	﹤0.01%	176
2024 Q1	$56.2K	Sell	210 -90	-30%	-$22.9K	﹤0.01%	167
2023 Q4	$74.2K	Sell	300 -260	-46%	-$52.7K	﹤0.01%	154
2023 Q3	$103K	Hold	560	–	–	0.01%	149
2023 Q2	$132K	Hold	560	–	–	0.01%	147
2023 Q1	$114K	Hold	560	–	–	0.01%	150
2022 Q4	$109K	Hold	560	–	–	0.01%	151
2022 Q3	$96K	Buy	+560	New	+$110K	0.01%	146
2021 Q2	–	Sell	-560	Closed	-$101K	–	143
2021 Q1	$101K	Buy	+560	New	+$98.9K	0.01%	134
2017 Q4	–	Sell	-209,025	Closed	-$22.2M	–	103
2017 Q3	$22.2M	Buy	+209,025	New	+$27.6M	1.66%	31

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

Osterweis Capital Management's EFX Position: Q2 2026 in Review

Osterweis Capital Management held its Equifax (EFX) position steady in Q2 2026 at 210 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Osterweis Capital Management first reported a position in EFX in Q3 2017 and has held it in 18 quarters since. The position peaked at $22.2M in Q3 2017. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Osterweis Capital Management held 210 shares of Equifax worth $33.3K as of Q2 2026.
Osterweis Capital Management left its Equifax share count unchanged in Q2 2026.
Equifax made up ﹤0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #209 holding.
Osterweis Capital Management first reported a position in Equifax in Q3 2017 and has held it in 18 quarters since.
Osterweis Capital Management's Equifax position peaked at $22.2M in Q3 2017.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.