Root Financial Partners
EFX icon

Root Financial Partners’s Equifax EFX Stock Holding History

Root Financial 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
Q3 		$126K Buy
+916
New +$159K ﹤0.01% 625
2026
Q2 		– Sell
-719
Closed -$129K – 1209
2026
Q1 		$129K Buy
719
+464
+182% +$92.2K 0.01% 465
2025
Q4 		$55.3K Buy
255
+21
+9% +$4.6K ﹤0.01% 668
2025
Q3 		$60K Buy
+234
New +$58.8K ﹤0.01% 609

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State Street
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Massachusetts Financial Services
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's EFX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Equifax (EFX) in Q3 2026: 916 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EFX as recently as Q1 2026.

Root Financial Partners first reported a position in EFX in Q3 2025 and has held it in 4 quarters since. The position peaked at $129K in Q1 2026. 649 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Root Financial Partners held 916 shares of Equifax worth $126K as of Q3 2026.
  • Equifax was a new Root Financial Partners position in Q3 2026.
  • Equifax made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #625 holding.
  • Root Financial Partners first reported a position in Equifax in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Equifax position peaked at $129K in Q1 2026.
  • 649 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.