CITIZENS FINANCIAL GROUP INC/RI EFX — EQUIFAX INC.

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  ·  26 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported EQUIFAX INC. (EFX) in 26 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows EFX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIZENS FINANCIAL GROUP INC/RI's position in EQUIFAX INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EFX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFX stock page CITIZENS FINANCIAL GROUP INC/RI fund profile CITIZENS FINANCIAL GROUP INC/RI full holdings
How CITIZENS FINANCIAL GROUP INC/RI held EFX — position size vs. price
% of Fund (quarterly)    EFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,533 +733 +91.6% 0.00% $276K 2026-05-01 $173.25
2025 Q3 UNCHANGED — — — 800 — 0% 0.00% $205K 2025-10-24 $231.83
2025 Q2 REDUCED — — — 800 -10 -1.2% 0.00% $207K 2025-08-08 $237.30
2024 Q4 UNCHANGED — — — 810 — 0% 0.00% $206K 2025-02-07 $244.82
2024 Q3 ADDED — — — 810 +10 +1.2% 0.00% $238K 2024-11-08 $266.74
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFX

As of 2026 Q1 — sorted by position size

C Partners Holding GmbH 3Y 7Y 14.75% Theleme Partners LLP 3Y 7Y 6.49% INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3Y 7Y 6.4% CDAM (UK) Ltd 3Y 7Y 5.93% Darsana Capital Partners LP 3Y 7Y 5.75% GFI Investment Counsel Ltd. 3Y 7Y 5.71% SPG ADVISORS LLC 3.11% GENERATION INVESTMENT MANAGEMENT LLP 3Y 7Y 2.87% JENSEN INVESTMENT MANAGEMENT INC 3Y 7Y 2.78% Fairbanks Capital Management, Inc. 3Y 7Y 2.6%

FAQ About CITIZENS FINANCIAL GROUP INC/RI and EFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning EFX?

CITIZENS FINANCIAL GROUP INC/RI reported EFX across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported EFX position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for EFX was 0.00% in 2024 Q3.

What is the latest reported EFX position on this page?

The most recent filing on this page is 2026 Q1, when CITIZENS FINANCIAL GROUP INC/RI reported 1,533 shares, equal to 0.00% of portfolio, with an estimated market value of $276K.

What does the chart on this EFX ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI's quarterly EFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITIZENS FINANCIAL GROUP INC/RI time their EFX position?

Based on 13F filing dates vs. subsequent EFX price moves, CITIZENS FINANCIAL GROUP INC/RI correctly timed 8 out of 21 reported position changes (38%). The annualised alpha on EFX relative to SPY over the holding period was -37.0%.

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