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Rakuten Investment Management’s Equifax EFX Stock Holding History

Rakuten Investment Management’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 		$3.21M Buy
18,111
+1,815
+11% +$360K 0.01% 323
2025
Q4 		$3.62M Sell
16,296
-1,214
-7% -$266K 0.01% 323
2025
Q3 		$1.64M Buy
+17,510
New +$4.4M 0.01% 447
2025
Q1 		$2.75M Buy
+11,432
New +$2.87M 0.01% 311
2024
Q3 		$2.05M Buy
7,065
+1,687
+31% +$476K 0.01% 237
2024
Q2 		$1.29M Buy
5,378
+1,981
+58% +$473K 0.01% 246
2024
Q1 		$909K Buy
3,397
+3,093
+1,017% +$787K 0.01% 236
2023
Q4 		$75.9K Buy
+304
New +$61.7K ﹤0.01% 235

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

Rakuten Investment Management's EFX Position: Q1 2026 in Review

Rakuten Investment Management increased its Equifax (EFX) stake by 11% in Q1 2026, buying an estimated $360K and bringing the position to 18,111 shares worth $3.21M. The position accounts for 0.01% of the portfolio, ranked #323.

Rakuten Investment Management first reported a position in EFX in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.62M in Q4 2025. 871 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Rakuten Investment Management held 18,111 shares of Equifax worth $3.21M as of Q1 2026.
  • Rakuten Investment Management bought 1,815 Equifax shares in Q1 2026, an estimated $360K.
  • Equifax made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #323 holding.
  • Rakuten Investment Management first reported a position in Equifax in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's Equifax position peaked at $3.62M in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.