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Optas LLC’s Equifax EFX Stock Holding History

Optas LLC’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
-1,756
Closed -$381K – 497
2025
Q4 		$381K Buy
+1,756
New +$385K 0.06% 227

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

Optas LLC's EFX Position: Q1 2026 in Review

Optas LLC sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,756 shares — an estimated $381K sold.

Optas LLC first reported a position in EFX in Q4 2025 and held it in 1 quarter. The position peaked at $381K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Optas LLC reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Optas LLC sold 1,756 Equifax shares in Q1 2026, an estimated $381K.
  • Optas LLC first reported a position in Equifax in Q4 2025 and held it in 1 quarter.
  • Optas LLC's Equifax position peaked at $381K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Optas LLC's 13F filing for Q1 2026, filed 27 Apr 2026.