Pathstone Holdings
EFX icon

Pathstone Holdings’s Equifax EFX Stock Holding History

Pathstone 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
Q2 		$2.72M Sell
17,142
-1,288
-7% -$220K 0.01% 944
2026
Q1 		$3.32M Buy
18,430
+2,556
+16% +$508K 0.01% 756
2025
Q4 		$3.44M Buy
15,874
+3,004
+23% +$658K 0.01% 731
2025
Q3 		$3.3M Buy
12,870
+4,795
+59% +$1.21M 0.01% 745
2025
Q2 		$2.09M Sell
8,075
-820
-9% -$209K 0.01% 967
2025
Q1 		$2.17M Buy
8,895
+703
+9% +$177K 0.01% 937
2024
Q4 		$2.09M Sell
8,192
-1,066
-12% -$286K 0.01% 954
2024
Q3 		$2.72M Buy
9,258
+303
+3% +$85.5K 0.01% 822
2024
Q2 		$2.17M Buy
8,955
+749
+9% +$179K 0.01% 889
2024
Q1 		$2.2M Sell
8,206
-42
-0.5% -$10.7K 0.01% 855
2023
Q4 		$2.04M Buy
+8,248
New +$1.67M 0.01% 733

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Pathstone Holdings's EFX Position: Q2 2026 in Review

Pathstone Holdings reduced its Equifax (EFX) stake by 7% in Q2 2026, selling an estimated $220K and leaving 17,142 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #944.

Pathstone Holdings first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q4 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Pathstone Holdings held 17,142 shares of Equifax worth $2.72M as of Q2 2026.
  • Pathstone Holdings sold 1,288 Equifax shares in Q2 2026, an estimated $220K.
  • Equifax made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #944 holding.
  • Pathstone Holdings first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Equifax position peaked at $3.44M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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