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Bridgewater Advisors’s Equifax EFX Stock Holding History

Bridgewater Advisors’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 		$222K Sell
1,388
-78
-5% -$15.5K 0.01% 423
2025
Q4 		$311K Sell
1,466
-13
-0.9% -$2.85K 0.02% 349
2025
Q3 		$302K Sell
1,479
-40
-3% -$10.1K 0.02% 344
2025
Q2 		$376K Sell
1,519
-3
-0.2% -$763 0.03% 302
2025
Q1 		$394K Buy
+1,522
New +$383K 0.03% 273
2022
Q3 		– Sell
-1,345
Closed -$246K – 163
2022
Q2 		$246K Buy
1,345
+1
+0.1% +$200 0.05% 200
2022
Q1 		$319K Sell
1,344
-7
-0.5% -$1.65K 0.08% 185
2021
Q4 		$396K Sell
1,351
-81
-6% -$22.5K 0.09% 166
2021
Q3 		$363K Sell
1,432
-2
-0.1% -$520 0.1% 163
2021
Q2 		$343K Buy
1,434
+34
+2% +$7.6K 0.11% 171
2021
Q1 		$327K Buy
+1,400
New +$247K 0.17% 114

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

Bridgewater Advisors's EFX Position: Q1 2026 in Review

Bridgewater Advisors reduced its Equifax (EFX) stake by 5.3% in Q1 2026, selling an estimated $15.5K and leaving 1,388 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #423.

Bridgewater Advisors first reported a position in EFX in Q1 2021 and has held it in 11 quarters since. The position peaked at $396K in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Bridgewater Advisors held 1,388 shares of Equifax worth $222K as of Q1 2026.
  • Bridgewater Advisors sold 78 Equifax shares in Q1 2026, an estimated $15.5K.
  • Equifax made up 0.01% of Bridgewater Advisors's portfolio in Q1 2026, its #423 holding.
  • Bridgewater Advisors first reported a position in Equifax in Q1 2021 and has held it in 11 quarters since.
  • Bridgewater Advisors's Equifax position peaked at $396K in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.