WIM
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Westside Investment Management’s Equifax EFX Stock Holding History

Westside 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 		$952 Sell
6
-28
-82% -$4.77K ﹤0.01% 1391
2026
Q1 		$6.19K Hold
34
– – ﹤0.01% 1216
2025
Q4 		$7.29K Sell
34
-21
-38% -$4.6K ﹤0.01% 1167
2025
Q3 		$14K Buy
55
+28
+104% +$7.04K ﹤0.01% 1010
2025
Q2 		$7.13K Buy
+27
New +$6.87K ﹤0.01% 1066

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

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

Westside Investment Management reduced its Equifax (EFX) stake by 82% in Q2 2026, selling an estimated $4.77K and leaving 6 shares worth $952. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Westside Investment Management first reported a position in EFX in Q2 2025 and has held it in 5 quarters since. The position peaked at $14K in Q3 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Westside Investment Management held 6 shares of Equifax worth $952 as of Q2 2026.
  • Westside Investment Management sold 28 Equifax shares in Q2 2026, an estimated $4.77K.
  • Equifax made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1391 holding.
  • Westside Investment Management first reported a position in Equifax in Q2 2025 and has held it in 5 quarters since.
  • Westside Investment Management's Equifax position peaked at $14K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.