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Frank Rimerman Advisors’s Equifax EFX Stock Holding History

Frank Rimerman 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 		– Sell
-967
Closed -$210K – 606
2025
Q4 		$210K Buy
967
+24
+3% +$5.25K 0.01% 586
2025
Q3 		$242K Buy
943
+6
+0.6% +$1.51K 0.02% 540
2025
Q2 		$243K Sell
937
-319
-25% -$81.1K 0.02% 503
2025
Q1 		$306K Buy
1,256
+92
+8% +$23.1K 0.02% 407
2024
Q4 		$297K Buy
1,164
+139
+14% +$37.2K 0.02% 420
2024
Q3 		$301K Sell
1,025
-21
-2% -$5.92K 0.02% 418
2024
Q2 		$254K Buy
+1,046
New +$250K 0.02% 480

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

Frank Rimerman Advisors's EFX Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of Equifax (EFX) in Q1 2026, closing a stake of 967 shares — an estimated $210K sold.

Frank Rimerman Advisors first reported a position in EFX in Q2 2024 and held it in 7 quarters. The position peaked at $306K in Q1 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Frank Rimerman Advisors reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 967 Equifax shares in Q1 2026, an estimated $210K.
  • Frank Rimerman Advisors first reported a position in Equifax in Q2 2024 and held it in 7 quarters.
  • Frank Rimerman Advisors's Equifax position peaked at $306K in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.