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Smartleaf Asset Management’s Equifax EFX Stock Holding History

Smartleaf 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 		$125K Hold
790
– – ﹤0.01% 1046
2026
Q1 		$140K Sell
790
-129
-14% -$25.6K 0.01% 949
2025
Q4 		$203K Sell
919
-65
-7% -$14.2K 0.01% 794
2025
Q3 		$252K Buy
984
+405
+70% +$102K 0.02% 647
2025
Q2 		$148K Sell
579
-83
-13% -$21.1K 0.01% 689
2025
Q1 		$159K Buy
662
+19
+3% +$4.78K 0.02% 648
2024
Q4 		$164K Buy
643
+115
+22% +$30.8K 0.02% 614
2024
Q3 		$153K Buy
528
+211
+67% +$59.5K 0.02% 581
2024
Q2 		$76K Buy
317
+84
+36% +$20K 0.01% 642
2024
Q1 		$61.1K Buy
233
+213
+1,065% +$54.2K 0.01% 634
2023
Q4 		$4.99K Buy
+20
New +$4.06K ﹤0.01% 865

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 $3.37T 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

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

Smartleaf Asset Management held its Equifax (EFX) position steady in Q2 2026 at 790 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Smartleaf Asset Management first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $252K in Q3 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Smartleaf Asset Management held 790 shares of Equifax worth $125K as of Q2 2026.
  • Smartleaf Asset Management left its Equifax share count unchanged in Q2 2026.
  • Equifax made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1046 holding.
  • Smartleaf Asset Management first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Equifax position peaked at $252K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.