RFP
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
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

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

Root Financial Partners's EFX Position: Q2 2026 in Review

Root Financial Partners sold out of Equifax (EFX) in Q2 2026, closing a stake of 719 shares — an estimated $129K sold.

Root Financial Partners first reported a position in EFX in Q3 2025 and held it in 3 quarters. The position peaked at $129K in Q1 2026. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Root Financial Partners reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 719 Equifax shares in Q2 2026, an estimated $129K.
  • Root Financial Partners first reported a position in Equifax in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Equifax position peaked at $129K in Q1 2026.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.