J. Safra Asset Management’s Equifax EFX Stock Holding History

J. Safra Asset Management’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 Q2	–	Sell	-13	Closed	-$2.34K	–	653
2026 Q1	$2.34K	Buy	13 +2	+18%	+$397	﹤0.01%	590
2025 Q4	$2.39K	Buy	+11	New	+$2.41K	﹤0.01%	537
2016 Q4	–	Sell	-342	Closed	-$46K	–	63
2016 Q3	$46K	Hold	342	–	–	0.08%	55
2016 Q2	$44K	Buy	+342	New	+$41.4K	0.07%	96

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

J. Safra Asset Management's EFX Position: Q2 2026 in Review

J. Safra Asset Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 13 shares — an estimated $2.34K sold.

J. Safra Asset Management first reported a position in EFX in Q2 2016 and held it in 4 quarters. The position peaked at $46K in Q3 2016. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

J. Safra Asset Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
J. Safra Asset Management sold 13 Equifax shares in Q2 2026, an estimated $2.34K.
J. Safra Asset Management first reported a position in Equifax in Q2 2016 and held it in 4 quarters.
J. Safra Asset Management's Equifax position peaked at $46K in Q3 2016.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.