PF
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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
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 $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

Phoenix Financial's EFX Position: Q1 2026 in Review

Phoenix Financial increased its Equifax (EFX) stake by 19% in Q1 2026, buying an estimated $35.6K and bringing the position to 1,132 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Phoenix Financial first reported a position in EFX in Q3 2025 and has held it in 3 quarters since. The position peaked at $209K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Phoenix Financial held 1,132 shares of Equifax worth $204K as of Q1 2026.
  • Phoenix Financial bought 179 Equifax shares in Q1 2026, an estimated $35.6K.
  • Equifax made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #463 holding.
  • Phoenix Financial first reported a position in Equifax in Q3 2025 and has held it in 3 quarters since.
  • Phoenix Financial's Equifax position peaked at $209K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.