EFS
EFX icon

Essex Financial Services’s Equifax EFX Stock Holding History

Essex Financial Services’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 		$391K Sell
2,461
-669
-21% -$114K 0.02% 566
2026
Q1 		$564K Buy
3,130
+886
+39% +$176K 0.03% 426
2025
Q4 		$487K Sell
2,244
-43
-2% -$9.42K 0.03% 448
2025
Q3 		$587K Buy
2,287
+18
+0.8% +$4.52K 0.04% 384
2025
Q2 		$589K Sell
2,269
-11
-0.5% -$2.8K 0.04% 376
2025
Q1 		$555K Sell
2,280
-8
-0.3% -$2.01K 0.04% 356
2024
Q4 		$583K Buy
2,288
+26
+1% +$6.97K 0.04% 342
2024
Q3 		$615K Buy
2,262
+61
+3% +$17.2K 0.04% 337
2024
Q2 		$618K Buy
+2,201
New +$525K 0.05% 329

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 $3.38T AUM 44.17% 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

Essex Financial Services's EFX Position: Q2 2026 in Review

Essex Financial Services reduced its Equifax (EFX) stake by 21% in Q2 2026, selling an estimated $114K and leaving 2,461 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #566.

Essex Financial Services first reported a position in EFX in Q2 2024 and has held it in 9 quarters since. The position peaked at $618K in Q2 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Essex Financial Services held 2,461 shares of Equifax worth $391K as of Q2 2026.
  • Essex Financial Services sold 669 Equifax shares in Q2 2026, an estimated $114K.
  • Equifax made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #566 holding.
  • Essex Financial Services first reported a position in Equifax in Q2 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Equifax position peaked at $618K in Q2 2024.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.