RP
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Riverwater Partners’s Equifax EFX Stock Holding History

Riverwater Partners’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 		– Sell
-2,935
Closed -$529K – 215
2026
Q1 		$529K Buy
2,935
+1,554
+113% +$309K 0.18% 127
2025
Q4 		$300K Sell
1,381
-708
-34% -$155K 0.12% 172
2025
Q3 		$536K Buy
2,089
+221
+12% +$55.5K 0.22% 118
2025
Q2 		$485K Buy
1,868
+72
+4% +$18.3K 0.23% 115
2025
Q1 		$437K Buy
1,796
+287
+19% +$72.1K 0.22% 113
2024
Q4 		$385K Buy
1,509
+244
+19% +$65.4K 0.19% 130
2024
Q3 		$371K Hold
1,265
– – 0.18% 138
2024
Q2 		$307K Buy
+1,265
New +$302K 0.23% 136

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

Riverwater Partners's EFX Position: Q2 2026 in Review

Riverwater Partners sold out of Equifax (EFX) in Q2 2026, closing a stake of 2,935 shares — an estimated $529K sold.

Riverwater Partners first reported a position in EFX in Q2 2024 and held it in 8 quarters. The position peaked at $536K in Q3 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Riverwater Partners reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Riverwater Partners sold 2,935 Equifax shares in Q2 2026, an estimated $529K.
  • Riverwater Partners first reported a position in Equifax in Q2 2024 and held it in 8 quarters.
  • Riverwater Partners's Equifax position peaked at $536K in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.