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Principal Securities’s Equifax EFX Stock Holding History

Principal Securities’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 		$212K Sell
1,178
-734
-38% -$146K ﹤0.01% 1365
2025
Q4 		$415K Buy
1,912
+269
+16% +$58.9K 0.01% 1010
2025
Q3 		$421K Buy
1,643
+655
+66% +$165K 0.01% 973
2025
Q2 		$256K Buy
988
+191
+24% +$48.6K ﹤0.01% 1126
2025
Q1 		$203K Hold
797
– – ﹤0.01% 1135
2024
Q4 		$203K Buy
797
+67
+9% +$18K ﹤0.01% 1133
2024
Q3 		$215K Buy
730
+46
+7% +$13K 0.01% 1074
2024
Q2 		$166K Buy
684
+52
+8% +$12.4K ﹤0.01% 1115
2024
Q1 		$169K Buy
632
+51
+9% +$13K 0.01% 1081
2023
Q4 		$144K Buy
+581
New +$118K 0.01% 1047

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

Principal Securities's EFX Position: Q1 2026 in Review

Principal Securities reduced its Equifax (EFX) stake by 38% in Q1 2026, selling an estimated $146K and leaving 1,178 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Principal Securities first reported a position in EFX in Q4 2023 and has held it in 10 quarters since. The position peaked at $421K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Principal Securities held 1,178 shares of Equifax worth $212K as of Q1 2026.
  • Principal Securities sold 734 Equifax shares in Q1 2026, an estimated $146K.
  • Equifax made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1365 holding.
  • Principal Securities first reported a position in Equifax in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Equifax position peaked at $421K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.