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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Droms Strauss Advisors's EFX Position: Q1 2026 in Review

Droms Strauss Advisors increased its Equifax (EFX) stake by 1.9% in Q1 2026, buying an estimated $19.9K and bringing the position to 5,435 shares worth $979K. The position accounts for 0.26% of the portfolio, ranked #37.

Droms Strauss Advisors first reported a position in EFX in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.66M in Q2 2022. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Droms Strauss Advisors held 5,435 shares of Equifax worth $979K as of Q1 2026.
Droms Strauss Advisors bought 100 Equifax shares in Q1 2026, an estimated $19.9K.
Equifax made up 0.26% of Droms Strauss Advisors's portfolio in Q1 2026, its #37 holding.
Droms Strauss Advisors first reported a position in Equifax in Q2 2022 and has held it in 16 quarters since.
Droms Strauss Advisors's Equifax position peaked at $2.66M in Q2 2022.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.