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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Essex Financial Services's EFX Position: Q1 2026 in Review

Essex Financial Services increased its Equifax (EFX) stake by 39% in Q1 2026, buying an estimated $176K and bringing the position to 3,130 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #426.

Essex Financial Services first reported a position in EFX in Q2 2024 and has held it in 8 quarters since. The position peaked at $618K in Q2 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Essex Financial Services held 3,130 shares of Equifax worth $564K as of Q1 2026.
  • Essex Financial Services bought 886 Equifax shares in Q1 2026, an estimated $176K.
  • Equifax made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #426 holding.
  • Essex Financial Services first reported a position in Equifax in Q2 2024 and has held it in 8 quarters since.
  • Essex Financial Services's Equifax position peaked at $618K in Q2 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.