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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
Q2 		$1.18M Sell
7,465
-1,736
-19% -$296K 0.11% 147
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 $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

Knollwood Investment Advisory's EFX Position: Q2 2026 in Review

Knollwood Investment Advisory reduced its Equifax (EFX) stake by 19% in Q2 2026, selling an estimated $296K and leaving 7,465 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #147.

Knollwood Investment Advisory first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.72M in Q3 2024. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Knollwood Investment Advisory held 7,465 shares of Equifax worth $1.18M as of Q2 2026.
  • Knollwood Investment Advisory sold 1,736 Equifax shares in Q2 2026, an estimated $296K.
  • Equifax made up 0.11% of Knollwood Investment Advisory's portfolio in Q2 2026, its #147 holding.
  • Knollwood Investment Advisory first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
  • Knollwood Investment Advisory's Equifax position peaked at $2.72M in Q3 2024.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.