OF
EFX icon

Optimize Financial’s Equifax EFX Stock Holding History

Optimize 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 		– Sell
-1,286
Closed -$279K – 359
2025
Q4 		$279K Buy
1,286
+16
+1% +$3.5K 0.14% 284
2025
Q3 		$326K Buy
1,270
+378
+42% +$95K 0.17% 252
2025
Q2 		$231K Sell
892
-6
-0.7% -$1.53K 0.14% 197
2025
Q1 		$219K Buy
+898
New +$226K 0.16% 176

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

Optimize Financial's EFX Position: Q1 2026 in Review

Optimize Financial sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,286 shares — an estimated $279K sold.

Optimize Financial first reported a position in EFX in Q1 2025 and held it in 4 quarters. The position peaked at $326K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Optimize Financial reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,286 Equifax shares in Q1 2026, an estimated $279K.
  • Optimize Financial first reported a position in Equifax in Q1 2025 and held it in 4 quarters.
  • Optimize Financial's Equifax position peaked at $326K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.