Droms Strauss Advisors’s Equifax EFX Stock Holding History

Droms Strauss Advisors’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	$863K	Hold	5,435	–	–	0.2%	44
2026 Q1	$979K	Buy	5,435 +100	+2%	+$19.9K	0.26%	37
2025 Q4	$1.16M	Hold	5,335	–	–	0.3%	36
2025 Q3	$1.37M	Sell	5,335 -104	-2%	-$26.1K	0.4%	34
2025 Q2	$1.41M	Hold	5,439	–	–	0.43%	33
2025 Q1	$1.32M	Sell	5,439 -189	-3%	-$47.5K	0.45%	31
2024 Q4	$1.43M	Hold	5,628	–	–	0.47%	30
2024 Q3	$1.65M	Sell	5,628 -434	-7%	-$122K	0.59%	25
2024 Q2	$1.47M	Buy	6,062 +175	+3%	+$41.7K	0.53%	25
2024 Q1	$1.57M	Sell	5,887 -400	-6%	-$102K	0.58%	25
2023 Q4	$1.55M	Sell	6,287 -2,267	-27%	-$460K	0.6%	27
2023 Q3	$1.57M	Sell	8,554 -82	-0.9%	-$16.7K	0.67%	25
2023 Q2	$2M	Hold	8,636	–	–	0.83%	20
2023 Q1	$1.75M	Hold	8,636	–	–	0.79%	21
2022 Q4	$1.68M	Sell	8,636 -149	-2%	-$27.2K	0.77%	24
2022 Q3	$1.51M	Sell	8,785 -5,782	-40%	-$1.13M	0.75%	21
2022 Q2	$2.66M	Buy	+14,567	New	+$2.92M	1.34%	14

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Droms Strauss Advisors's EFX Position: Q2 2026 in Review

Droms Strauss Advisors held its Equifax (EFX) position steady in Q2 2026 at 5,435 shares worth $863K. The position accounts for 0.2% of the portfolio, ranked #44.

Droms Strauss Advisors first reported a position in EFX in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.66M in Q2 2022. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Droms Strauss Advisors held 5,435 shares of Equifax worth $863K as of Q2 2026.
Droms Strauss Advisors left its Equifax share count unchanged in Q2 2026.
Equifax made up 0.2% of Droms Strauss Advisors's portfolio in Q2 2026, its #44 holding.
Droms Strauss Advisors first reported a position in Equifax in Q2 2022 and has held it in 17 quarters since.
Droms Strauss Advisors's Equifax position peaked at $2.66M in Q2 2022.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.