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Atomi Financial Group’s Equifax EFX Stock Holding History

Atomi Financial Group’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
-1,783
Closed -$321K – 1278
2026
Q1 		$321K Sell
1,783
-323
-15% -$64.2K 0.01% 916
2025
Q4 		$457K Sell
2,106
-513
-20% -$112K 0.01% 734
2025
Q3 		$672K Sell
2,619
-180
-6% -$45.2K 0.02% 523
2025
Q2 		$726K Sell
2,799
-49
-2% -$12.5K 0.03% 447
2025
Q1 		$694K Buy
2,848
+311
+12% +$78.2K 0.03% 407
2024
Q4 		$646K Buy
2,537
+115
+5% +$30.8K 0.03% 382
2024
Q3 		$712K Buy
2,422
+125
+5% +$35.3K 0.04% 331
2024
Q2 		$557K Buy
2,297
+70
+3% +$16.7K 0.04% 358
2024
Q1 		$596K Sell
2,227
-6
-0.3% -$1.53K 0.06% 293
2023
Q4 		$552K Buy
2,233
+507
+29% +$103K 0.08% 243
2023
Q3 		$316K Buy
1,726
+531
+44% +$108K 0.11% 229
2023
Q2 		$281K Buy
1,195
+3
+0.3% +$631 0.13% 190
2023
Q1 		$242K Buy
+1,192
New +$248K 0.14% 177

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

Atomi Financial Group's EFX Position: Q2 2026 in Review

Atomi Financial Group sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,783 shares — an estimated $321K sold.

Atomi Financial Group first reported a position in EFX in Q1 2023 and held it in 13 quarters. The position peaked at $726K in Q2 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Atomi Financial Group reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 1,783 Equifax shares in Q2 2026, an estimated $321K.
  • Atomi Financial Group first reported a position in Equifax in Q1 2023 and held it in 13 quarters.
  • Atomi Financial Group's Equifax position peaked at $726K in Q2 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.