James T. Borello RIA
EFX icon

James T. Borello RIA’s Equifax EFX Stock Holding History

James T. Borello RIA’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
Q3 		$2.61K Sell
19
-19
-50% -$3.3K ﹤0.01% 886
2026
Q2 		$6.03K Sell
38
-11
-22% -$1.88K ﹤0.01% 732
2026
Q1 		$8.82K Buy
49
+1
+2% +$199 ﹤0.01% 599
2025
Q4 		$10.4K Buy
48
+33
+220% +$7.23K ﹤0.01% 405
2025
Q3 		$3.85K Buy
+15
New +$3.77K ﹤0.01% 537

Other funds holding EFX

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello RIA's EFX Position: Q3 2026 in Review

James T. Borello RIA reduced its Equifax (EFX) stake by 50% in Q3 2026, selling an estimated $3.3K and leaving 19 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

James T. Borello RIA first reported a position in EFX in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.4K in Q4 2025. 157 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • James T. Borello RIA held 19 shares of Equifax worth $2.61K as of Q3 2026.
  • James T. Borello RIA sold 19 Equifax shares in Q3 2026, an estimated $3.3K.
  • Equifax made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #886 holding.
  • James T. Borello RIA first reported a position in Equifax in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Equifax position peaked at $10.4K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.