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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
Q2 		$3.1M Buy
19,565
+1,454
+8% +$248K 0.01% 355
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 $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 $3.38T AUM 44.17% 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

Rakuten Investment Management's EFX Position: Q2 2026 in Review

Rakuten Investment Management increased its Equifax (EFX) stake by 8% in Q2 2026, buying an estimated $248K and bringing the position to 19,565 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #355.

Rakuten Investment Management first reported a position in EFX in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.62M in Q4 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Rakuten Investment Management held 19,565 shares of Equifax worth $3.1M as of Q2 2026.
  • Rakuten Investment Management bought 1,454 Equifax shares in Q2 2026, an estimated $248K.
  • Equifax made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #355 holding.
  • Rakuten Investment Management first reported a position in Equifax in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's Equifax position peaked at $3.62M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.