Red Tortoise LLC’s Equifax EFX Stock Holding History

Red Tortoise LLC’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	$2.88K	Hold	16	–	–	﹤0.01%	480
2025 Q4	$3.47K	Hold	16	–	–	﹤0.01%	441
2025 Q3	$4.1K	Hold	16	–	–	﹤0.01%	413
2025 Q2	$4.15K	Hold	16	–	–	﹤0.01%	393
2025 Q1	$3.9K	Hold	16	–	–	﹤0.01%	386
2024 Q4	$4.08K	Hold	16	–	–	﹤0.01%	396
2024 Q3	$4.7K	Hold	16	–	–	﹤0.01%	365
2024 Q2	$3.88K	Hold	16	–	–	﹤0.01%	384
2024 Q1	$4.28K	Hold	16	–	–	﹤0.01%	369
2023 Q4	$3.96K	Hold	16	–	–	﹤0.01%	335
2023 Q3	$2.93K	Hold	16	–	–	﹤0.01%	370
2023 Q2	$3.77K	Hold	16	–	–	﹤0.01%	332
2023 Q1	$3.25K	Hold	16	–	–	﹤0.01%	342
2022 Q4	$3.11K	Buy	+16	New	+$2.92K	﹤0.01%	392
2021 Q4	–	Sell	-16	Closed	-$3K	–	200
2021 Q3	$3K	Buy	+16	New	+$4.16K	﹤0.01%	359

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 $3.37T AUM 44.26% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Red Tortoise LLC's EFX Position: Q1 2026 in Review

Red Tortoise LLC held its Equifax (EFX) position steady in Q1 2026 at 16 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Red Tortoise LLC first reported a position in EFX in Q3 2021 and has held it in 15 quarters since. The position peaked at $4.7K in Q3 2024. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Red Tortoise LLC held 16 shares of Equifax worth $2.88K as of Q1 2026.
Red Tortoise LLC left its Equifax share count unchanged in Q1 2026.
Equifax made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #480 holding.
Red Tortoise LLC first reported a position in Equifax in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Equifax position peaked at $4.7K in Q3 2024.
874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.