Sagewood Asset Management’s Equifax EFX Stock Holding History

Sagewood 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 Q2	$1.14M	Buy	7,178 +3,108	+76%	+$530K	0.26%	72
2026 Q1	$733K	Sell	4,070 -98	-2%	-$19.5K	0.23%	86
2025 Q4	$904K	Buy	+4,168	New	+$913K	0.32%	57

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's EFX Position: Q2 2026 in Review

Sagewood Asset Management increased its Equifax (EFX) stake by 76% in Q2 2026, buying an estimated $530K and bringing the position to 7,178 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #72.

Sagewood Asset Management first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Sagewood Asset Management held 7,178 shares of Equifax worth $1.14M as of Q2 2026.
Sagewood Asset Management bought 3,108 Equifax shares in Q2 2026, an estimated $530K.
Equifax made up 0.26% of Sagewood Asset Management's portfolio in Q2 2026, its #72 holding.
Sagewood Asset Management first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.