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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
Q2 		– Sell
-1,178
Closed -$212K – 1550
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 $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 $3.37T AUM 44.26% 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

Principal Securities's EFX Position: Q2 2026 in Review

Principal Securities sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,178 shares — an estimated $212K sold.

Principal Securities first reported a position in EFX in Q4 2023 and held it in 10 quarters. The position peaked at $421K in Q3 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Principal Securities reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Principal Securities sold 1,178 Equifax shares in Q2 2026, an estimated $212K.
  • Principal Securities first reported a position in Equifax in Q4 2023 and held it in 10 quarters.
  • Principal Securities's Equifax position peaked at $421K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.