R Squared’s Equifax EFX Stock Holding History

R Squared’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	$722K	Buy	4,011 +2,199	+121%	+$437K	0.4%	52
2025 Q4	$393K	Buy	+1,812	New	+$397K	0.18%	170

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

R Squared's EFX Position: Q1 2026 in Review

R Squared increased its Equifax (EFX) stake by 121% in Q1 2026, buying an estimated $437K and bringing the position to 4,011 shares worth $722K. The position accounts for 0.4% of the portfolio, ranked #52.

R Squared first reported a position in EFX in Q4 2025 and has held it in 2 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

R Squared held 4,011 shares of Equifax worth $722K as of Q1 2026.
R Squared bought 2,199 Equifax shares in Q1 2026, an estimated $437K.
Equifax made up 0.4% of R Squared's portfolio in Q1 2026, its #52 holding.
R Squared first reported a position in Equifax in Q4 2025 and has held it in 2 quarters since.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.