EP
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Essential Partners’s Equifax EFX Stock Holding History

Essential Partners’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 		$298K Sell
1,879
-160
-8% -$27.3K 0.14% 163
2026
Q1 		$367K Buy
2,039
+1,947
+2,116% +$387K 0.12% 190
2025
Q4 		$20K Buy
92
+19
+26% +$4.16K 0.01% 908
2025
Q3 		$18.7K Buy
73
+62
+564% +$15.6K 0.01% 916
2025
Q2 		$2.85K Buy
+11
New +$2.8K ﹤0.01% 1217

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Essential Partners's EFX Position: Q2 2026 in Review

Essential Partners reduced its Equifax (EFX) stake by 7.8% in Q2 2026, selling an estimated $27.3K and leaving 1,879 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #163.

Essential Partners first reported a position in EFX in Q2 2025 and has held it in 5 quarters since. The position peaked at $367K in Q1 2026. 833 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Essential Partners held 1,879 shares of Equifax worth $298K as of Q2 2026.
  • Essential Partners sold 160 Equifax shares in Q2 2026, an estimated $27.3K.
  • Equifax made up 0.14% of Essential Partners's portfolio in Q2 2026, its #163 holding.
  • Essential Partners first reported a position in Equifax in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Equifax position peaked at $367K in Q1 2026.
  • 833 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.