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Knollwood Investment Advisory’s Equifax EFX Stock Holding History

Knollwood Investment Advisory’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 		$1.66M Hold
9,201
– – 0.17% 121
2025
Q4 		$2M Hold
9,201
– – 0.19% 113
2025
Q3 		$2.36M Sell
9,201
-39
-0.4% -$9.8K 0.21% 102
2025
Q2 		$2.4M Hold
9,240
– – 0.23% 104
2025
Q1 		$2.25M Hold
9,240
– – 0.25% 105
2024
Q4 		$2.35M Hold
9,240
– – 0.25% 103
2024
Q3 		$2.72M Hold
9,240
– – 0.29% 87
2024
Q2 		$2.24M Buy
9,240
+7,223
+358% +$1.72M 0.25% 99
2024
Q1 		$540K Hold
2,017
– – 0.1% 139
2023
Q4 		$499K Buy
+2,017
New +$409K 0.1% 142

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 $315B AUM 27.84% 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

Knollwood Investment Advisory's EFX Position: Q1 2026 in Review

Knollwood Investment Advisory held its Equifax (EFX) position steady in Q1 2026 at 9,201 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #121.

Knollwood Investment Advisory first reported a position in EFX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.72M in Q3 2024. 872 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Knollwood Investment Advisory held 9,201 shares of Equifax worth $1.66M as of Q1 2026.
  • Knollwood Investment Advisory left its Equifax share count unchanged in Q1 2026.
  • Equifax made up 0.17% of Knollwood Investment Advisory's portfolio in Q1 2026, its #121 holding.
  • Knollwood Investment Advisory first reported a position in Equifax in Q4 2023 and has held it in 10 quarters since.
  • Knollwood Investment Advisory's Equifax position peaked at $2.72M in Q3 2024.
  • 872 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.