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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Westside Investment Management's EFX Position: Q1 2026 in Review

Westside Investment Management held its Equifax (EFX) position steady in Q1 2026 at 34 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Westside Investment Management first reported a position in EFX in Q2 2025 and has held it in 4 quarters since. The position peaked at $14K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Westside Investment Management held 34 shares of Equifax worth $6.19K as of Q1 2026.
  • Westside Investment Management left its Equifax share count unchanged in Q1 2026.
  • Equifax made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #1216 holding.
  • Westside Investment Management first reported a position in Equifax in Q2 2025 and has held it in 4 quarters since.
  • Westside Investment Management's Equifax position peaked at $14K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.