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Rossby Financial’s Equifax EFX Stock Holding History

Rossby Financial’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 		$4.84K Buy
31
+1
+3% +$170 ﹤0.01% 1454
2026
Q1 		$5.47K Sell
30
-267
-90% -$53K ﹤0.01% 1470
2025
Q4 		$64.5K Sell
297
-807
-73% -$177K 0.02% 500
2025
Q3 		$280K Buy
1,104
+254
+30% +$63.8K 0.09% 216
2025
Q2 		$220K Buy
850
+12
+1% +$3.05K 0.08% 235
2025
Q1 		$215K Buy
+838
New +$211K 0.09% 216

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

Rossby Financial's EFX Position: Q2 2026 in Review

Rossby Financial increased its Equifax (EFX) stake by 3.3% in Q2 2026, buying an estimated $170 and bringing the position to 31 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Rossby Financial first reported a position in EFX in Q1 2025 and has held it in 6 quarters since. The position peaked at $280K in Q3 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Rossby Financial held 31 shares of Equifax worth $4.84K as of Q2 2026.
  • Rossby Financial bought 1 Equifax share in Q2 2026, an estimated $170.
  • Equifax made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1454 holding.
  • Rossby Financial first reported a position in Equifax in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Equifax position peaked at $280K in Q3 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.