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Synergy Investment Management’s Equifax EFX Stock Holding History

Synergy Investment 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 		$3.55K Buy
19
+16
+533% +$2.73K ﹤0.01% 822
2026
Q1 		$540 Buy
+3
New +$596 ﹤0.01% 831

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Vanguard Portfolio Management
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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

Synergy Investment Management's EFX Position: Q2 2026 in Review

Synergy Investment Management increased its Equifax (EFX) stake by 533% in Q2 2026, buying an estimated $2.73K and bringing the position to 19 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Synergy Investment Management first reported a position in EFX in Q1 2026 and has held it in 2 quarters since. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Synergy Investment Management held 19 shares of Equifax worth $3.55K as of Q2 2026.
  • Synergy Investment Management bought 16 Equifax shares in Q2 2026, an estimated $2.73K.
  • Equifax made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #822 holding.
  • Synergy Investment Management first reported a position in Equifax in Q1 2026 and has held it in 2 quarters since.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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