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Siemens Fonds Invest’s Equifax EFX Stock Holding History

Siemens Fonds Invest’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 		$456K Hold
2,534
– – 0.03% 336
2025
Q4 		$559K Buy
2,534
+801
+46% +$175K 0.03% 313
2025
Q3 		$445K Sell
1,733
-44
-2% -$11.1K 0.02% 331
2025
Q2 		$461K Buy
1,777
+333
+23% +$84.7K 0.03% 321
2025
Q1 		$352K Buy
1,444
+104
+8% +$26.1K 0.02% 334
2024
Q4 		$342K Hold
1,340
– – 0.02% 352
2024
Q3 		$394K Buy
1,340
+57
+4% +$16.1K 0.03% 308
2024
Q2 		$311K Hold
1,283
– – 0.02% 356
2024
Q1 		$343K Sell
1,283
-46
-3% -$11.7K 0.03% 352
2023
Q4 		$329K Buy
+1,329
New +$270K 0.03% 340
2023
Q3 		– Sell
-1,014
Closed -$237K – 374
2023
Q2 		$237K Hold
1,014
– – 0.02% 351
2023
Q1 		$206K Sell
1,014
-17
-2% -$3.54K 0.02% 369
2022
Q4 		$200K Sell
1,031
-235
-19% -$42.9K 0.02% 363
2022
Q3 		$217K Hold
1,266
– – 0.02% 361
2022
Q2 		$231K Hold
1,266
– – 0.02% 365
2022
Q1 		$300K Hold
1,266
– – 0.02% 352
2021
Q4 		$369K Sell
1,266
-4
-0.3% -$1.11K 0.02% 328
2021
Q3 		$322K Buy
+1,270
New +$330K 0.02% 329

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

Siemens Fonds Invest's EFX Position: Q1 2026 in Review

Siemens Fonds Invest held its Equifax (EFX) position steady in Q1 2026 at 2,534 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #336.

Siemens Fonds Invest first reported a position in EFX in Q3 2021 and has held it in 18 quarters since. The position peaked at $559K in Q4 2025. 872 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Siemens Fonds Invest held 2,534 shares of Equifax worth $456K as of Q1 2026.
  • Siemens Fonds Invest left its Equifax share count unchanged in Q1 2026.
  • Equifax made up 0.03% of Siemens Fonds Invest's portfolio in Q1 2026, its #336 holding.
  • Siemens Fonds Invest first reported a position in Equifax in Q3 2021 and has held it in 18 quarters since.
  • Siemens Fonds Invest's Equifax position peaked at $559K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.