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NorthRock Partners’s Equifax EFX Stock Holding History

NorthRock Partners’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 		$256K Buy
+1,422
New +$282K ﹤0.01% 569
2025
Q4 		– Sell
-2,023
Closed -$519K – 713
2025
Q3 		$519K Buy
2,023
+472
+30% +$119K 0.01% 518
2025
Q2 		$402K Buy
1,551
+7
+0.5% +$1.78K 0.01% 453
2025
Q1 		$376K Sell
1,544
-87
-5% -$21.9K 0.01% 425
2024
Q4 		$416K Buy
1,631
+29
+2% +$7.77K 0.01% 394
2024
Q3 		$471K Sell
1,602
-147
-8% -$41.5K 0.02% 380
2024
Q2 		$424K Buy
1,749
+15
+0.9% +$3.58K 0.02% 384
2024
Q1 		$464K Sell
1,734
-39
-2% -$9.93K 0.02% 373
2023
Q4 		$438K Buy
1,773
+487
+38% +$98.8K 0.02% 359
2023
Q3 		$236K Sell
1,286
-36
-3% -$7.35K 0.02% 289
2023
Q2 		$311K Sell
1,322
-28
-2% -$5.89K 0.03% 211
2023
Q1 		$274K Sell
1,350
-51
-4% -$10.6K 0.03% 244
2022
Q4 		$272K Buy
+1,401
New +$256K 0.03% 260
2022
Q3 		– Sell
-1,101
Closed -$201K – 313
2022
Q2 		$201K Buy
1,101
+41
+4% +$8.21K 0.02% 289
2022
Q1 		$251K Sell
1,060
-29
-3% -$6.83K 0.02% 274
2021
Q4 		$319K Buy
1,089
+139
+15% +$38.7K 0.02% 234
2021
Q3 		$241K Buy
+950
New +$247K 0.02% 244

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

NorthRock Partners's EFX Position: Q1 2026 in Review

NorthRock Partners opened a new position in Equifax (EFX) in Q1 2026: 1,422 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: NorthRock Partners previously reported a position in EFX as recently as Q3 2025.

NorthRock Partners first reported a position in EFX in Q3 2021 and has held it in 17 quarters since. The position peaked at $519K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • NorthRock Partners held 1,422 shares of Equifax worth $256K as of Q1 2026.
  • Equifax was a new NorthRock Partners position in Q1 2026.
  • Equifax made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #569 holding.
  • NorthRock Partners first reported a position in Equifax in Q3 2021 and has held it in 17 quarters since.
  • NorthRock Partners's Equifax position peaked at $519K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.