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Rational Advisors’s Equifax EFX Stock Holding History

Rational Advisors’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 		$6.35K Sell
40
-1
-2% -$170 ﹤0.01% 189
2026
Q1 		$7.38K Hold
41
– – ﹤0.01% 172
2025
Q4 		$8.9K Buy
41
+8
+24% +$1.75K ﹤0.01% 175
2025
Q3 		$8.46K Sell
33
-3
-8% -$754 ﹤0.01% 185
2025
Q2 		$9.34K Buy
+36
New +$9.16K ﹤0.01% 180
2020
Q4 		– Sell
-263
Closed -$41K – 322
2020
Q3 		$41K Buy
263
+205
+353% +$33.6K 0.02% 196
2020
Q2 		$10K Buy
+58
New +$8.59K 0.01% 360
2020
Q1 		– Sell
-540
Closed -$76K – 267
2019
Q4 		$76K Buy
540
+405
+300% +$56.1K 0.04% 318
2019
Q3 		$19K Sell
135
-51
-27% -$7.19K 0.01% 458
2019
Q2 		$25K Buy
186
+168
+933% +$21.1K 0.01% 414
2019
Q1 		$2K Sell
18
-682
-97% -$72.8K ﹤0.01% 500
2018
Q4 		$65K Buy
700
+645
+1,173% +$68.7K 0.02% 262
2018
Q3 		$7K Buy
55
+47
+588% +$6.12K ﹤0.01% 411
2018
Q2 		$1K Buy
+8
New +$948 ﹤0.01% 462
2017
Q4 		– Sell
-5,500
Closed -$583K – 297
2017
Q3 		$583K Hold
5,500
– – 0.31% 102
2017
Q2 		$756K Buy
+5,500
New +$755K 0.47% 77

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

Rational Advisors's EFX Position: Q2 2026 in Review

Rational Advisors reduced its Equifax (EFX) stake by 2.4% in Q2 2026, selling an estimated $170 and leaving 40 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Rational Advisors first reported a position in EFX in Q2 2017 and has held it in 16 quarters since. The position peaked at $756K in Q2 2017. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Rational Advisors held 40 shares of Equifax worth $6.35K as of Q2 2026.
  • Rational Advisors sold 1 Equifax share in Q2 2026, an estimated $170.
  • Equifax made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #189 holding.
  • Rational Advisors first reported a position in Equifax in Q2 2017 and has held it in 16 quarters since.
  • Rational Advisors's Equifax position peaked at $756K in Q2 2017.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.