Baker Avenue Asset Management’s Equifax EFX Stock Holding History

Baker Avenue Asset Management’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	$256K	Buy	1,423 +12	+0.9%	+$2.38K	0.01%	658
2025 Q4	$306K	Buy	+1,411	New	+$309K	0.01%	495
2023 Q4	–	Sell	-33	Closed	-$6.04K	–	681
2023 Q3	$6.04K	Sell	33 -18	-35%	-$3.67K	﹤0.01%	891
2023 Q2	$12K	Sell	51 -4	-7%	-$842	﹤0.01%	713
2023 Q1	$11.2K	Buy	55 +6	+12%	+$1.25K	﹤0.01%	747
2022 Q4	$9.52K	Buy	+49	New	+$8.96K	﹤0.01%	716

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Baker Avenue Asset Management's EFX Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Equifax (EFX) stake by 0.85% in Q1 2026, buying an estimated $2.38K and bringing the position to 1,423 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #658.

Baker Avenue Asset Management first reported a position in EFX in Q4 2022 and has held it in 6 quarters since. The position peaked at $306K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Baker Avenue Asset Management held 1,423 shares of Equifax worth $256K as of Q1 2026.
Baker Avenue Asset Management bought 12 Equifax shares in Q1 2026, an estimated $2.38K.
Equifax made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #658 holding.
Baker Avenue Asset Management first reported a position in Equifax in Q4 2022 and has held it in 6 quarters since.
Baker Avenue Asset Management's Equifax position peaked at $306K in Q4 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.