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Strategy Asset Managers’s Equifax EFX Stock Holding History

Strategy Asset Managers’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
Q1 		– Sell
-2,524
Closed -$548K – 269
2025
Q4 		$548K Buy
2,524
+6
+0.2% +$1.31K 0.09% 145
2025
Q3 		$646K Buy
2,518
+5
+0.2% +$1.26K 0.12% 134
2025
Q2 		$652K Buy
2,513
+4
+0.2% +$1.02K 0.12% 125
2025
Q1 		$611K Sell
2,509
-296
-11% -$74.4K 0.13% 130
2024
Q4 		$715K Buy
2,805
+5
+0.2% +$1.34K 0.14% 117
2024
Q3 		$823K Buy
+2,800
New +$790K 0.16% 104
2024
Q2 		– Sell
-2,792
Closed -$747K – 256
2024
Q1 		$747K Buy
2,792
+4
+0.1% +$1.02K 0.16% 105
2023
Q4 		$689K Buy
+2,788
New +$565K 0.16% 98
2021
Q1 		– Sell
-4,023
Closed -$776K – 259
2020
Q4 		$776K Sell
4,023
-321
-7% -$54K 0.19% 96
2020
Q3 		$681K Buy
+4,344
New +$712K 0.18% 108
2016
Q4 		– Sell
-23,188
Closed -$3.12M – 135
2016
Q3 		$3.12M Sell
23,188
-370
-2% -$49.1K 0.7% 43
2016
Q2 		$3.02M Sell
23,558
-102
-0.4% -$12.4K 0.69% 42
2016
Q1 		$2.7M Sell
23,660
-76
-0.3% -$8K 0.61% 47
2015
Q4 		$2.64M Buy
23,736
+103
+0.4% +$11.1K 0.6% 52
2015
Q3 		$2.3M Buy
+23,633
New +$2.35M 0.55% 59
2013
Q3 		– Sell
-49,615
Closed -$2.92M – 136
2013
Q2 		$2.92M Buy
+49,615
New +$2.99M 0.7% 54

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Strategy Asset Managers's EFX Position: Q1 2026 in Review

Strategy Asset Managers sold out of Equifax (EFX) in Q1 2026, closing a stake of 2,524 shares — an estimated $548K sold.

Strategy Asset Managers first reported a position in EFX in Q2 2013 and held it in 16 quarters. The position peaked at $3.12M in Q3 2016. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Strategy Asset Managers reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Strategy Asset Managers sold 2,524 Equifax shares in Q1 2026, an estimated $548K.
  • Strategy Asset Managers first reported a position in Equifax in Q2 2013 and held it in 16 quarters.
  • Strategy Asset Managers's Equifax position peaked at $3.12M in Q3 2016.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.