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Phoenix Financial’s Equifax EFX Stock Holding History

Phoenix 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
Q2 		$232K Buy
1,459
+327
+29% +$55.7K ﹤0.01% 483
2026
Q1 		$204K Buy
1,132
+179
+19% +$35.6K ﹤0.01% 463
2025
Q4 		$207K Buy
953
+138
+17% +$30.2K ﹤0.01% 444
2025
Q3 		$209K Buy
+815
New +$205K ﹤0.01% 439

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

Phoenix Financial's EFX Position: Q2 2026 in Review

Phoenix Financial increased its Equifax (EFX) stake by 29% in Q2 2026, buying an estimated $55.7K and bringing the position to 1,459 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Phoenix Financial first reported a position in EFX in Q3 2025 and has held it in 4 quarters since. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Phoenix Financial held 1,459 shares of Equifax worth $232K as of Q2 2026.
  • Phoenix Financial bought 327 Equifax shares in Q2 2026, an estimated $55.7K.
  • Equifax made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #483 holding.
  • Phoenix Financial first reported a position in Equifax in Q3 2025 and has held it in 4 quarters since.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.