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Sone Capital Management’s Equifax EFX Stock Holding History

Sone 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
2026
Q2 		$2.37M Buy
+14,945
New +$2.55M 0.18% 96
2026
Q1 		– Sell
-2,222
Closed -$482K – 111
2025
Q4 		$482K Buy
+2,222
New +$487K 0.04% 99

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

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

Sone Capital Management opened a new position in Equifax (EFX) in Q2 2026: 14,945 shares worth $2.37M. The stake represents 0.18% of the portfolio and ranks #96 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in EFX as recently as Q4 2025.

Sone Capital Management first reported a position in EFX in Q4 2025 and has held it in 2 quarters since. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Sone Capital Management held 14,945 shares of Equifax worth $2.37M as of Q2 2026.
  • Equifax was a new Sone Capital Management position in Q2 2026.
  • Equifax made up 0.18% of Sone Capital Management's portfolio in Q2 2026, its #96 holding.
  • Sone Capital Management first reported a position in Equifax in Q4 2025 and has held it in 2 quarters since.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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