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Prelude Capital Management’s Equifax EFX Stock Holding History

Prelude 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
2020
Q3 		– Sell
-200
Closed -$34K – 1953
2020
Q2 		$34K Hold
200
– – ﹤0.01% 1261
2020
Q1 		$24K Buy
+200
New +$29.1K ﹤0.01% 941
2019
Q1 		– Sell
-900
Closed -$84K – 1856
2018
Q4 		$84K Sell
900
-8,700
-91% -$926K 0.01% 982
2018
Q3 		$1.25M Hold
9,600
– – 0.07% 311
2018
Q2 		$1.2M Buy
+9,600
New +$1.14M 0.08% 286

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Vanguard Capital Management
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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 $3.37T AUM 44.26% 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

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

Prelude Capital Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,631 shares — an estimated $294K sold.

Prelude Capital Management first reported a position in EFX in Q4 2013 and held it in 15 quarters. The position peaked at $949K in Q2 2021. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Prelude Capital Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Prelude Capital Management sold 1,631 Equifax shares in Q2 2026, an estimated $294K.
  • Prelude Capital Management first reported a position in Equifax in Q4 2013 and held it in 15 quarters.
  • Prelude Capital Management's Equifax position peaked at $949K in Q2 2021.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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