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Bradley Foster & Sargent’s Equifax EFX Stock Holding History

Bradley Foster & Sargent’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 		$2.37M Buy
13,143
+10,519
+401% +$2.09M 0.04% 205
2025
Q4 		$569K Sell
2,624
-2,769
-51% -$606K 0.01% 373
2025
Q3 		$1.38M Buy
+5,393
New +$1.36M 0.02% 255
2025
Q1 		– Sell
-10,997
Closed -$2.8M – 465
2024
Q4 		$2.8M Buy
10,997
+5,268
+92% +$1.41M 0.05% 181
2024
Q3 		$1.68M Buy
5,729
+517
+10% +$146K 0.03% 219
2024
Q2 		$1.26M Buy
+5,212
New +$1.24M 0.02% 250
2023
Q4 		– Sell
-10,308
Closed -$2.43M – 434
2023
Q3 		$2.43M Hold
10,308
– – 0.05% 195
2023
Q2 		$2.43M Buy
10,308
+1,534
+17% +$323K 0.05% 195
2023
Q1 		$1.78M Sell
8,774
-268
-3% -$55.8K 0.04% 195
2022
Q4 		$1.76M Buy
+9,042
New +$1.65M 0.04% 190
2022
Q2 		– Sell
-900
Closed -$213K – 448
2022
Q1 		$213K Sell
900
-25
-3% -$5.89K ﹤0.01% 450
2021
Q4 		$271K Sell
925
-1
-0.1% -$278 0.01% 399
2021
Q3 		$235K Sell
926
-24
-3% -$6.24K 0.01% 387
2021
Q2 		$228K Buy
+950
New +$212K 0.01% 381
2021
Q1 		– Sell
-151,758
Closed -$29.3M – 377
2020
Q4 		$29.3M Sell
151,758
-4,348
-3% -$731K 0.77% 41
2020
Q3 		$24.5M Buy
+156,106
New +$25.6M 0.72% 42
2020
Q1 		$19.2M Sell
160,866
-14,976
-9% -$2.18M 0.77% 41
2019
Q4 		$24.6M Buy
175,842
+995
+0.6% +$138K 0.76% 43
2019
Q3 		$24.6M Buy
174,847
+72,569
+71% +$10.2M 0.82% 40
2019
Q2 		$13.8M Buy
+102,278
New +$12.8M 0.46% 64

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

Bradley Foster & Sargent's EFX Position: Q1 2026 in Review

Bradley Foster & Sargent increased its Equifax (EFX) stake by 401% in Q1 2026, buying an estimated $2.09M and bringing the position to 13,143 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #205.

Bradley Foster & Sargent first reported a position in EFX in Q2 2019 and has held it in 20 quarters since. The position peaked at $29.3M in Q4 2020. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Bradley Foster & Sargent held 13,143 shares of Equifax worth $2.37M as of Q1 2026.
  • Bradley Foster & Sargent bought 10,519 Equifax shares in Q1 2026, an estimated $2.09M.
  • Equifax made up 0.04% of Bradley Foster & Sargent's portfolio in Q1 2026, its #205 holding.
  • Bradley Foster & Sargent first reported a position in Equifax in Q2 2019 and has held it in 20 quarters since.
  • Bradley Foster & Sargent's Equifax position peaked at $29.3M in Q4 2020.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.