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 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 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

Rational Advisors's EFX Position: Q1 2026 in Review

Rational Advisors held its Equifax (EFX) position steady in Q1 2026 at 41 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Rational Advisors first reported a position in EFX in Q2 2017 and has held it in 15 quarters since. The position peaked at $756K in Q2 2017. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Rational Advisors held 41 shares of Equifax worth $7.38K as of Q1 2026.
Rational Advisors left its Equifax share count unchanged in Q1 2026.
Equifax made up ﹤0.01% of Rational Advisors's portfolio in Q1 2026, its #172 holding.
Rational Advisors first reported a position in Equifax in Q2 2017 and has held it in 15 quarters since.
Rational Advisors's Equifax position peaked at $756K in Q2 2017.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Rational Advisors's 13F filing for Q1 2026, filed 7 May 2026.