HRT Financial’s Equifax EFX Stock Holding History

HRT Financial’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	$1.21M	Sell	6,713 -1,838	-21%	-$365K	﹤0.01%	1952
2025 Q4	$1.85M	Buy	+8,551	New	+$1.87M	0.01%	1353
2025 Q3	–	Sell	-60,697	Closed	-$15.7M	–	3035
2025 Q2	$15.7M	Buy	+60,697	New	+$15.4M	0.07%	198
2024 Q4	–	Sell	-111,687	Closed	-$32.8M	–	2599
2024 Q3	$32.8M	Buy	111,687 +85,761	+331%	+$24.2M	0.16%	61
2024 Q2	$6.29M	Buy	+25,926	New	+$6.19M	0.04%	339
2024 Q1	–	Sell	-4,220	Closed	-$1.04M	–	2495
2023 Q4	$1.04M	Buy	+4,220	New	+$856K	0.01%	965
2021 Q3	–	Sell	-37,800	Closed	-$9.05M	–	3401
2021 Q2	$9.05M	Buy	+37,800	New	+$8.45M	0.08%	197
2021 Q1	–	Sell	-4,589	Closed	-$884K	–	2789
2020 Q4	$884K	Buy	4,589 +2,217	+93%	+$373K	0.02%	742
2020 Q3	$372K	Buy	+2,372	New	+$389K	0.01%	1024
2019 Q2	–	Sell	-11,397	Closed	-$1.35M	–	790
2019 Q1	$1.35M	Buy	+11,397	New	+$1.22M	0.21%	66

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

HRT Financial's EFX Position: Q1 2026 in Review

HRT Financial reduced its Equifax (EFX) stake by 21% in Q1 2026, selling an estimated $365K and leaving 6,713 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

HRT Financial first reported a position in EFX in Q1 2019 and has held it in 10 quarters since. The position peaked at $32.8M in Q3 2024. 871 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

HRT Financial held 6,713 shares of Equifax worth $1.21M as of Q1 2026.
HRT Financial sold 1,838 Equifax shares in Q1 2026, an estimated $365K.
Equifax made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1952 holding.
HRT Financial first reported a position in Equifax in Q1 2019 and has held it in 10 quarters since.
HRT Financial's Equifax position peaked at $32.8M in Q3 2024.
871 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.