Butensky & Cohen Financial Security’s Equifax EFX Stock Holding History

Butensky & Cohen Financial Security’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	$2.96M	Buy	18,669 +661	+4%	+$113K	0.73%	65
2026 Q1	$3.24M	Buy	18,008 +938	+5%	+$186K	0.85%	60
2025 Q4	$3.7M	Buy	17,070 +533	+3%	+$117K	1%	53
2025 Q3	$4.24M	Buy	16,537 +180	+1%	+$45.2K	1.18%	47
2025 Q2	$4.24M	Buy	16,357 +33	+0.2%	+$8.39K	1.26%	41
2025 Q1	$3.98M	Sell	16,324 -112	-0.7%	-$28.2K	1.22%	44
2024 Q4	$4.19M	Buy	16,436 +2	+0%	+$536	1.32%	35
2024 Q3	$4.83M	Sell	16,434 -417	-2%	-$118K	1.43%	33
2024 Q2	$4.09M	Buy	16,851 +33	+0.2%	+$7.87K	1.3%	43
2024 Q1	$4.5M	Sell	16,818 -440	-3%	-$112K	1.4%	38
2023 Q4	$4.27M	Buy	17,258 +69	+0.4%	+$14K	1.42%	33
2023 Q3	$3.15M	Buy	17,189 +536	+3%	+$109K	1.14%	56
2023 Q2	$3.92M	Sell	16,653 -507	-3%	-$107K	1.41%	35
2023 Q1	$3.48M	Sell	17,160 -144	-0.8%	-$30K	1.25%	46
2022 Q4	$3.36M	Buy	17,304 +486	+3%	+$88.8K	1.24%	46
2022 Q3	$2.88M	Buy	16,818 +1,176	+8%	+$230K	1.2%	46
2022 Q2	$2.86M	Buy	15,642 +770	+5%	+$154K	1.17%	47
2022 Q1	$3.53M	Buy	14,872 +389	+3%	+$91.7K	1.24%	43
2021 Q4	$4.24M	Sell	14,483 -309	-2%	-$86K	1.51%	15
2021 Q3	$3.75M	Sell	14,792 -483	-3%	-$126K	1.49%	17
2021 Q2	$3.66M	Sell	15,275 -1,409	-8%	-$315K	1.45%	28
2021 Q1	$3.02M	Buy	16,684 +211	+1%	+$37.3K	1.25%	51
2020 Q4	$3.18M	Buy	16,473 +311	+2%	+$52.3K	1.44%	32
2020 Q3	$2.54M	Sell	16,162 -380	-2%	-$62.2K	1.34%	41
2020 Q2	$2.84M	Sell	16,542 -459	-3%	-$68K	1.62%	12
2020 Q1	$2.03M	Sell	17,001 -126	-0.7%	-$18.3K	1.53%	29
2019 Q4	$2.4M	Buy	17,127 +420	+3%	+$58.2K	1.37%	40
2019 Q3	$2.35M	Buy	16,707 +603	+4%	+$85K	1.41%	38
2019 Q2	$2.18M	Buy	16,104 +703	+5%	+$88.1K	1.45%	34
2019 Q1	$1.82M	Buy	15,401 +2,466	+19%	+$263K	1.32%	40
2018 Q4	$1.21M	Buy	12,935 +1,445	+13%	+$154K	1.07%	52
2018 Q3	$1.5M	Buy	11,490 +115	+1%	+$15K	1.2%	48
2018 Q2	$1.42M	Buy	11,375 +450	+4%	+$53.3K	1.2%	49
2018 Q1	$1.29M	Buy	10,925 +335	+3%	+$40.2K	1.13%	50
2017 Q4	$1.25M	Buy	10,590 +655	+7%	+$73.6K	1.03%	50
2017 Q3	$1.05M	Buy	9,935 +127	+1%	+$16.8K	0.93%	55
2017 Q2	$1.35M	Sell	9,808 -139	-1%	-$19.1K	1.21%	46
2017 Q1	$1.36M	Sell	9,947 -148	-1%	-$18.8K	1.24%	46
2016 Q4	$1.19M	Buy	10,095 +292	+3%	+$35.7K	1.1%	51
2016 Q3	$1.32M	Sell	9,803 -520	-5%	-$68.9K	1.27%	45
2016 Q2	$1.32M	Sell	10,323 -1,915	-16%	-$232K	1.3%	46
2016 Q1	$1.4M	Sell	12,238 -1,165	-9%	-$123K	1.34%	39
2015 Q4	$1.49M	Sell	13,403 -790	-6%	-$85.3K	1.47%	29
2015 Q3	$1.38M	Sell	14,193 -210	-1%	-$20.9K	1.47%	29
2015 Q2	$1.4M	Sell	14,403 -1,005	-7%	-$98K	1.41%	36
2015 Q1	$1.43M	Sell	15,408 -2,015	-12%	-$179K	1.42%	33
2014 Q4	$1.41M	Buy	+17,423	New	+$1.35M	1.41%	34

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Butensky & Cohen Financial Security's EFX Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its Equifax (EFX) stake by 3.7% in Q2 2026, buying an estimated $113K and bringing the position to 18,669 shares worth $2.96M. The position accounts for 0.73% of the portfolio, ranked #65.

Butensky & Cohen Financial Security first reported a position in EFX in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.83M in Q3 2024. 139 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Butensky & Cohen Financial Security held 18,669 shares of Equifax worth $2.96M as of Q2 2026.
Butensky & Cohen Financial Security bought 661 Equifax shares in Q2 2026, an estimated $113K.
Equifax made up 0.73% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #65 holding.
Butensky & Cohen Financial Security first reported a position in Equifax in Q4 2014 and has held it in 47 quarters since.
Butensky & Cohen Financial Security's Equifax position peaked at $4.83M in Q3 2024.
139 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.