UB
EFX icon

UMB Bank’s Equifax EFX Stock Holding History

UMB Bank’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 		$60.6K Sell
382
-93
-20% -$15.9K ﹤0.01% 1241
2026
Q1 		$85.5K Buy
475
+156
+49% +$31K ﹤0.01% 1036
2025
Q4 		$69.2K Sell
319
-54
-14% -$11.8K ﹤0.01% 1116
2025
Q3 		$95.7K Buy
373
+30
+9% +$7.54K ﹤0.01% 890
2025
Q2 		$89K Buy
343
+131
+62% +$33.3K ﹤0.01% 883
2025
Q1 		$51.6K Sell
212
-15
-7% -$3.77K ﹤0.01% 1034
2024
Q4 		$57.9K Buy
227
+11
+5% +$2.95K ﹤0.01% 861
2024
Q3 		$63.5K Buy
216
+21
+11% +$5.92K ﹤0.01% 803
2024
Q2 		$47.3K Buy
195
+83
+74% +$19.8K ﹤0.01% 837
2024
Q1 		$30K Sell
112
-193
-63% -$49.1K ﹤0.01% 955
2023
Q4 		$75.4K Sell
305
-197
-39% -$40K ﹤0.01% 759
2023
Q3 		$92K Hold
502
– – ﹤0.01% 708
2023
Q2 		$118K Hold
502
– – ﹤0.01% 670
2023
Q1 		$102K Hold
502
– – ﹤0.01% 690
2022
Q4 		$97K Hold
502
– – ﹤0.01% 705
2022
Q3 		$87K Sell
502
-8
-2% -$1.57K ﹤0.01% 750
2022
Q2 		$93K Hold
510
– – ﹤0.01% 771
2022
Q1 		$121K Hold
510
– – ﹤0.01% 739
2021
Q4 		$150K Buy
+510
New +$142K ﹤0.01% 721

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

UMB Bank's EFX Position: Q2 2026 in Review

UMB Bank reduced its Equifax (EFX) stake by 20% in Q2 2026, selling an estimated $15.9K and leaving 382 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

UMB Bank first reported a position in EFX in Q4 2021 and has held it in 19 quarters since. The position peaked at $150K in Q4 2021. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • UMB Bank held 382 shares of Equifax worth $60.6K as of Q2 2026.
  • UMB Bank sold 93 Equifax shares in Q2 2026, an estimated $15.9K.
  • Equifax made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1241 holding.
  • UMB Bank first reported a position in Equifax in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Equifax position peaked at $150K in Q4 2021.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.