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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Root Financial Partners's EFX Position: Q1 2026 in Review

Root Financial Partners increased its Equifax (EFX) stake by 182% in Q1 2026, buying an estimated $92.2K and bringing the position to 719 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #465.

Root Financial Partners first reported a position in EFX in Q3 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Root Financial Partners held 719 shares of Equifax worth $129K as of Q1 2026.
  • Root Financial Partners bought 464 Equifax shares in Q1 2026, an estimated $92.2K.
  • Equifax made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #465 holding.
  • Root Financial Partners first reported a position in Equifax in Q3 2025 and has held it in 3 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.