VAM
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Verity Asset Management’s Equifax EFX Stock Holding History

Verity 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 		– Sell
-1,263
Closed -$227K – 234
2026
Q1 		$227K Buy
1,263
+307
+32% +$61K 0.1% 205
2025
Q4 		$207K Sell
956
-1,730
-64% -$379K 0.09% 223
2025
Q3 		$689K Buy
+2,686
New +$675K 0.22% 105

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

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

Verity Asset Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,263 shares — an estimated $227K sold.

Verity Asset Management first reported a position in EFX in Q3 2025 and held it in 3 quarters. The position peaked at $689K in Q3 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Verity Asset Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Verity Asset Management sold 1,263 Equifax shares in Q2 2026, an estimated $227K.
  • Verity Asset Management first reported a position in Equifax in Q3 2025 and held it in 3 quarters.
  • Verity Asset Management's Equifax position peaked at $689K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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