BFS
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Bare Financial Services’s Equifax EFX Stock Holding History

Bare Financial Services’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 		$6.48K Buy
36
+33
+1,100% +$6.55K ﹤0.01% 533
2025
Q4 		$651 Sell
3
-18
-86% -$3.94K ﹤0.01% 1271
2025
Q3 		$5.39K Buy
21
+1
+5% +$251 ﹤0.01% 509
2025
Q2 		$5.19K Buy
20
+13
+186% +$3.31K ﹤0.01% 456
2025
Q1 		$1.71K Buy
+7
New +$1.76K ﹤0.01% 330

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

Bare Financial Services's EFX Position: Q1 2026 in Review

Bare Financial Services increased its Equifax (EFX) stake by 1,100% in Q1 2026, buying an estimated $6.55K and bringing the position to 36 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Bare Financial Services first reported a position in EFX in Q1 2025 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Bare Financial Services held 36 shares of Equifax worth $6.48K as of Q1 2026.
  • Bare Financial Services bought 33 Equifax shares in Q1 2026, an estimated $6.55K.
  • Equifax made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #533 holding.
  • Bare Financial Services first reported a position in Equifax in Q1 2025 and has held it in 5 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.