BIP Wealth’s Equifax EFX Stock Holding History

BIP Wealth’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	$270K	Buy	1,500 +230	+18%	+$45.7K	0.01%	394
2025 Q4	$276K	Buy	+1,270	New	+$278K	0.01%	381

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

BIP Wealth's EFX Position: Q1 2026 in Review

BIP Wealth increased its Equifax (EFX) stake by 18% in Q1 2026, buying an estimated $45.7K and bringing the position to 1,500 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #394.

BIP Wealth first reported a position in EFX in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

BIP Wealth held 1,500 shares of Equifax worth $270K as of Q1 2026.
BIP Wealth bought 230 Equifax shares in Q1 2026, an estimated $45.7K.
Equifax made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #394 holding.
BIP Wealth first reported a position in Equifax in Q4 2025 and has held it in 2 quarters since.
BIP Wealth's Equifax position peaked at $276K in Q4 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.