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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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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. 144 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.
  • 144 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.