Waddell & Associates’s Equifax EFX Stock Holding History

Waddell & Associates’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	$640K	Buy	4,035 +2,292	+131%	+$391K	0.03%	213
2026 Q1	$314K	Buy	+1,743	New	+$346K	0.02%	329

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Waddell & Associates's EFX Position: Q2 2026 in Review

Waddell & Associates increased its Equifax (EFX) stake by 131% in Q2 2026, buying an estimated $391K and bringing the position to 4,035 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #213.

Waddell & Associates 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.

Waddell & Associates held 4,035 shares of Equifax worth $640K as of Q2 2026.
Waddell & Associates bought 2,292 Equifax shares in Q2 2026, an estimated $391K.
Equifax made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #213 holding.
Waddell & Associates 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 Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.