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Rothschild Investment LLC’s Equifax EFX Stock Holding History

Rothschild Investment LLC’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 		$706K Buy
3,921
+3,172
+423% +$630K 0.04% 330
2025
Q4 		$163K Sell
749
-88
-11% -$19.3K 0.01% 689
2025
Q3 		$215K Buy
837
+154
+23% +$38.7K 0.01% 579
2025
Q2 		$177K Buy
683
+6
+0.9% +$1.53K 0.01% 535
2025
Q1 		$165K Sell
677
-8
-1% -$2.01K 0.01% 534
2024
Q4 		$175K Sell
685
-16
-2% -$4.29K 0.01% 535
2024
Q3 		$206K Buy
701
+20
+3% +$5.64K 0.01% 506
2024
Q2 		$165K Buy
681
+16
+2% +$3.82K 0.01% 528
2024
Q1 		$178K Buy
665
+19
+3% +$4.83K 0.01% 489
2023
Q4 		$160K Buy
+646
New +$131K 0.01% 452
2021
Q3 		– Sell
-1,815
Closed -$435K – 494
2021
Q2 		$435K Sell
1,815
-15
-0.8% -$3.35K 0.03% 343
2021
Q1 		$331K Buy
+1,830
New +$323K 0.03% 371

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

Rothschild Investment LLC's EFX Position: Q1 2026 in Review

Rothschild Investment LLC increased its Equifax (EFX) stake by 423% in Q1 2026, buying an estimated $630K and bringing the position to 3,921 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #330.

Rothschild Investment LLC first reported a position in EFX in Q1 2021 and has held it in 12 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Rothschild Investment LLC held 3,921 shares of Equifax worth $706K as of Q1 2026.
  • Rothschild Investment LLC bought 3,172 Equifax shares in Q1 2026, an estimated $630K.
  • Equifax made up 0.04% of Rothschild Investment LLC's portfolio in Q1 2026, its #330 holding.
  • Rothschild Investment LLC first reported a position in Equifax in Q1 2021 and has held it in 12 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.