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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
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 $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

Atomi Financial Group's EFX Position: Q1 2026 in Review

Atomi Financial Group reduced its Equifax (EFX) stake by 15% in Q1 2026, selling an estimated $64.2K and leaving 1,783 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #916.

Atomi Financial Group first reported a position in EFX in Q1 2023 and has held it in 13 quarters since. The position peaked at $726K in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Atomi Financial Group held 1,783 shares of Equifax worth $321K as of Q1 2026.
  • Atomi Financial Group sold 323 Equifax shares in Q1 2026, an estimated $64.2K.
  • Equifax made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #916 holding.
  • Atomi Financial Group first reported a position in Equifax in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Equifax position peaked at $726K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.