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Ostrum Asset Management’s Equifax EFX Stock Holding History

Ostrum 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 		$308K Buy
1,708
+856
+100% +$170K 0.02% 420
2025
Q4 		$185K Sell
852
-284
-25% -$62.2K 0.01% 470
2025
Q3 		$291K Sell
1,136
-36
-3% -$9.05K 0.01% 455
2025
Q2 		$304K Sell
1,172
-35
-3% -$8.9K 0.01% 457
2025
Q1 		$294K Sell
1,207
-31
-3% -$7.79K 0.02% 463
2024
Q4 		$316K Sell
1,238
-52
-4% -$13.9K 0.03% 452
2024
Q3 		$379K Buy
1,290
+16
+1% +$4.51K 0.03% 424
2024
Q2 		$309K Sell
1,274
-1,978
-61% -$472K 0.03% 451
2024
Q1 		$870K Hold
3,252
– – 0.07% 369
2023
Q4 		$804K Buy
3,252
+13
+0.4% +$2.64K 0.07% 356
2023
Q3 		$593K Sell
3,239
-23
-0.7% -$4.7K 0.05% 412
2023
Q2 		$768K Buy
3,262
+4
+0.1% +$842 0.06% 372
2023
Q1 		$661K Buy
+3,258
New +$678K 0.06% 391

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

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

Ostrum Asset Management increased its Equifax (EFX) stake by 100% in Q1 2026, buying an estimated $170K and bringing the position to 1,708 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #420.

Ostrum Asset Management first reported a position in EFX in Q1 2023 and has held it in 13 quarters since. The position peaked at $870K in Q1 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Ostrum Asset Management held 1,708 shares of Equifax worth $308K as of Q1 2026.
  • Ostrum Asset Management bought 856 Equifax shares in Q1 2026, an estimated $170K.
  • Equifax made up 0.02% of Ostrum Asset Management's portfolio in Q1 2026, its #420 holding.
  • Ostrum Asset Management first reported a position in Equifax in Q1 2023 and has held it in 13 quarters since.
  • Ostrum Asset Management's Equifax position peaked at $870K in Q1 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.