Raymond James Financial
EFX icon

Raymond James Financial’s Equifax EFX Stock Holding History

Raymond James Financial’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 		$62.2M Sell
345,494
-4,281
-1% -$850K 0.02% 740
2025
Q4 		$75.9M Sell
349,775
-161,883
-32% -$35.4M 0.02% 621
2025
Q3 		$131M Buy
511,658
+37,421
+8% +$9.41M 0.04% 399
2025
Q2 		$123M Sell
474,237
-3,532
-0.7% -$898K 0.04% 396
2025
Q1 		$116M Buy
477,769
+30,855
+7% +$7.76M 0.04% 379
2024
Q4 		$114M Buy
+446,914
New +$120M 0.04% 392

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

Raymond James Financial's EFX Position: Q1 2026 in Review

Raymond James Financial reduced its Equifax (EFX) stake by 1.2% in Q1 2026, selling an estimated $850K and leaving 345,494 shares worth $62.2M. The position accounts for 0.02% of the portfolio, ranked #740.

Raymond James Financial first reported a position in EFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $131M in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Raymond James Financial held 345,494 shares of Equifax worth $62.2M as of Q1 2026.
  • Raymond James Financial sold 4,281 Equifax shares in Q1 2026, an estimated $850K.
  • Equifax made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #740 holding.
  • Raymond James Financial first reported a position in Equifax in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Equifax position peaked at $131M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.