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 Q2	$37.9M	Sell	238,846 -106,648	-31%	-$18.2M	0.01%	1096
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial's EFX Position: Q2 2026 in Review

Raymond James Financial reduced its Equifax (EFX) stake by 31% in Q2 2026, selling an estimated $18.2M and leaving 238,846 shares worth $37.9M. The position accounts for 0.01% of the portfolio, ranked #1096.

Raymond James Financial first reported a position in EFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $131M in Q3 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Raymond James Financial held 238,846 shares of Equifax worth $37.9M as of Q2 2026.
Raymond James Financial sold 106,648 Equifax shares in Q2 2026, an estimated $18.2M.
Equifax made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1096 holding.
Raymond James Financial first reported a position in Equifax in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Equifax position peaked at $131M in Q3 2025.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.