WBI Investments’s Equifax EFX Stock Holding History

WBI Investments’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	$1.12M	Buy	7,047 +3,636	+107%	+$620K	0.28%	96
2026 Q1	$614K	Buy	+3,411	New	+$677K	0.17%	165
2025 Q4	–	Sell	-1,156	Closed	-$297K	–	335
2025 Q3	$297K	Sell	1,156 -815	-41%	-$205K	0.08%	254
2025 Q2	$511K	Buy	+1,971	New	+$501K	0.13%	178
2024 Q4	–	Sell	-2,592	Closed	-$762K	–	230
2024 Q3	$762K	Buy	+2,592	New	+$731K	0.18%	131
2017 Q3	–	Sell	-12,225	Closed	-$1.68M	–	313
2017 Q2	$1.68M	Buy	+12,225	New	+$1.68M	0.07%	176
2016 Q4	–	Sell	-20,723	Closed	-$2.79M	–	309
2016 Q3	$2.79M	Sell	20,723 -2,952	-12%	-$391K	0.11%	126
2016 Q2	$3.04M	Buy	+23,675	New	+$2.87M	0.11%	97
2016 Q1	–	Sell	-65,085	Closed	-$7.25M	–	153
2015 Q4	$7.25M	Buy	+65,085	New	+$7.03M	0.21%	86
2015 Q3	–	Sell	-65,174	Closed	-$6.33M	–	182
2015 Q2	$6.33M	Buy	+65,174	New	+$6.36M	0.16%	111

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

WBI Investments's EFX Position: Q2 2026 in Review

WBI Investments increased its Equifax (EFX) stake by 107% in Q2 2026, buying an estimated $620K and bringing the position to 7,047 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #96.

WBI Investments first reported a position in EFX in Q2 2015 and has held it in 10 quarters since. The position peaked at $7.25M in Q4 2015. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

WBI Investments held 7,047 shares of Equifax worth $1.12M as of Q2 2026.
WBI Investments bought 3,636 Equifax shares in Q2 2026, an estimated $620K.
Equifax made up 0.28% of WBI Investments's portfolio in Q2 2026, its #96 holding.
WBI Investments first reported a position in Equifax in Q2 2015 and has held it in 10 quarters since.
WBI Investments's Equifax position peaked at $7.25M in Q4 2015.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.