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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
Q2 		$1.89M Buy
11,936
+8,015
+204% +$1.37M 0.07% 259
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 $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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's EFX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Equifax (EFX) stake by 204% in Q2 2026, buying an estimated $1.37M and bringing the position to 11,936 shares worth $1.89M. The position accounts for 0.07% of the portfolio, ranked #259.

Rothschild Investment LLC first reported a position in EFX in Q1 2021 and has held it in 13 quarters since. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Rothschild Investment LLC held 11,936 shares of Equifax worth $1.89M as of Q2 2026.
  • Rothschild Investment LLC bought 8,015 Equifax shares in Q2 2026, an estimated $1.37M.
  • Equifax made up 0.07% of Rothschild Investment LLC's portfolio in Q2 2026, its #259 holding.
  • Rothschild Investment LLC first reported a position in Equifax in Q1 2021 and has held it in 13 quarters since.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.