Baird Financial Group
EFX icon

Baird Financial Group’s Equifax EFX Stock Holding History

Baird 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 		$20.3M Sell
112,591
-11,109
-9% -$2.21M 0.03% 359
2025
Q4 		$26.8M Sell
123,700
-28,300
-19% -$6.2M 0.04% 295
2025
Q3 		$39M Sell
152,000
-39,109
-20% -$9.83M 0.06% 216
2025
Q2 		$49.6M Sell
191,109
-13,987
-7% -$3.56M 0.09% 193
2025
Q1 		$50M Sell
205,096
-39,419
-16% -$9.91M 0.1% 174
2024
Q4 		$62.3M Buy
244,515
+35,048
+17% +$9.39M 0.12% 150
2024
Q3 		$61.6M Sell
209,467
-87,489
-29% -$24.7M 0.12% 171
2024
Q2 		$72M Sell
296,956
-20,767
-7% -$4.95M 0.15% 140
2024
Q1 		$85M Sell
317,723
-36,782
-10% -$9.36M 0.18% 130
2023
Q4 		$87.7M Buy
354,505
+52,153
+17% +$10.6M 0.2% 120
2023
Q3 		$55.4M Buy
302,352
+9,444
+3% +$1.93M 0.15% 160
2023
Q2 		$68.9M Buy
292,908
+242,841
+485% +$51.1M 0.18% 132
2023
Q1 		$10.2M Sell
50,067
-8,491
-15% -$1.77M 0.03% 424
2022
Q4 		$11.4M Sell
58,558
-3,555
-6% -$650K 0.03% 407
2022
Q3 		$10.6M Buy
62,113
+517
+0.8% +$101K 0.03% 412
2022
Q2 		$11.3M Sell
61,596
-5,676
-8% -$1.14M 0.03% 410
2022
Q1 		$15.9M Buy
67,272
+9,094
+16% +$2.14M 0.04% 356
2021
Q4 		$17M Buy
58,178
+10,543
+22% +$2.93M 0.04% 348
2021
Q3 		$12.1M Sell
47,635
-1,609
-3% -$418K 0.03% 384
2021
Q2 		$11.8M Sell
49,244
-8,744
-15% -$1.95M 0.03% 389
2021
Q1 		$10.5M Buy
57,988
+367
+0.6% +$64.8K 0.03% 398
2020
Q4 		$11.1M Buy
57,621
+2,814
+5% +$473K 0.03% 370
2020
Q3 		$8.6M Buy
54,807
+2,716
+5% +$445K 0.03% 388
2020
Q2 		$8.95M Sell
52,091
-484
-0.9% -$71.7K 0.03% 367
2020
Q1 		$6.31M Sell
52,575
-6,119
-10% -$890K 0.03% 404
2019
Q4 		$8.23M Buy
58,694
+24,735
+73% +$3.43M 0.03% 415
2019
Q3 		$4.77M Sell
33,959
-1,648
-5% -$232K 0.02% 511
2019
Q2 		$4.82M Sell
35,607
-2,988
-8% -$375K 0.02% 520
2019
Q1 		$4.55M Sell
38,595
-4,754
-11% -$507K 0.03% 464
2018
Q4 		$4.04M Buy
43,349
+36,540
+537% +$3.89M 0.03% 456
2018
Q3 		$892K Buy
6,809
+606
+10% +$78.9K 0.01% 877
2018
Q2 		$776K Sell
6,203
-134
-2% -$15.9K 0.01% 888
2018
Q1 		$745K Buy
6,337
+3,775
+147% +$453K 0.01% 905
2017
Q4 		$302K Sell
2,562
-13,446
-84% -$1.51M ﹤0.01% 1128
2017
Q3 		$1.7M Sell
16,008
-298,412
-95% -$39.5M 0.01% 656
2017
Q2 		$43.2M Buy
314,420
+140,056
+80% +$19.2M 0.34% 83
2017
Q1 		$23.8M Buy
174,364
+170,061
+3,952% +$21.6M 0.19% 151
2016
Q4 		$509K Buy
4,303
+64
+2% +$7.82K ﹤0.01% 916
2016
Q3 		$570K Hold
4,239
– – 0.01% 900
2016
Q2 		$544K Sell
4,239
-589
-12% -$71.3K 0.01% 903
2016
Q1 		$552K Hold
4,828
– – 0.01% 895
2015
Q4 		$538K Sell
4,828
-50
-1% -$5.4K 0.01% 888
2015
Q3 		$474K Hold
4,878
– – 0.01% 922
2015
Q2 		$474K Buy
+4,878
New +$476K ﹤0.01% 973

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

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

Baird Financial Group reduced its Equifax (EFX) stake by 9% in Q1 2026, selling an estimated $2.21M and leaving 112,591 shares worth $20.3M. The position accounts for 0.03% of the portfolio, ranked #359.

Baird Financial Group first reported a position in EFX in Q2 2015 and has held it in 44 quarters since. The position peaked at $87.7M in Q4 2023. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Baird Financial Group held 112,591 shares of Equifax worth $20.3M as of Q1 2026.
  • Baird Financial Group sold 11,109 Equifax shares in Q1 2026, an estimated $2.21M.
  • Equifax made up 0.03% of Baird Financial Group's portfolio in Q1 2026, its #359 holding.
  • Baird Financial Group first reported a position in Equifax in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Equifax position peaked at $87.7M in Q4 2023.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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