BBR Partners’s Equifax EFX Stock Holding History

BBR Partners’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	$240K	Hold	1,333	–	–	0.01%	230
2025 Q4	$289K	Hold	1,333	–	–	0.02%	212
2025 Q3	$342K	Hold	1,333	–	–	0.02%	196
2025 Q2	$346K	Sell	1,333 -2	-0.1%	-$509	0.02%	174
2025 Q1	$325K	Hold	1,335	–	–	0.02%	174
2024 Q4	$340K	Sell	1,335 -465	-26%	-$125K	0.02%	185
2024 Q3	$529K	Sell	1,800 -5	-0.3%	-$1.41K	0.04%	130
2024 Q2	$438K	Sell	1,805 -195	-10%	-$46.5K	0.04%	123
2024 Q1	$535K	Hold	2,000	–	–	0.04%	138
2023 Q4	$495K	Hold	2,000	–	–	0.05%	103
2023 Q3	$366K	Hold	2,000	–	–	0.04%	128
2023 Q2	$471K	Hold	2,000	–	–	0.05%	100
2023 Q1	$406K	Sell	2,000 -48	-2%	-$9.99K	0.05%	105
2022 Q4	$398K	Buy	2,048 +4	+0.2%	+$731	0.04%	117
2022 Q3	$350K	Sell	2,044 -194	-9%	-$38K	0.04%	128
2022 Q2	$409K	Sell	2,238 -2	-0.1%	-$400	0.05%	143
2022 Q1	$531K	Buy	+2,240	New	+$528K	0.05%	133

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

BBR Partners's EFX Position: Q1 2026 in Review

BBR Partners held its Equifax (EFX) position steady in Q1 2026 at 1,333 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #230.

BBR Partners first reported a position in EFX in Q1 2022 and has held it in 17 quarters since. The position peaked at $535K in Q1 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

BBR Partners held 1,333 shares of Equifax worth $240K as of Q1 2026.
BBR Partners left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.01% of BBR Partners's portfolio in Q1 2026, its #230 holding.
BBR Partners first reported a position in Equifax in Q1 2022 and has held it in 17 quarters since.
BBR Partners's Equifax position peaked at $535K in Q1 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.