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 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 $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

J. Safra Asset Management's EFX Position: Q1 2026 in Review

J. Safra Asset Management increased its Equifax (EFX) stake by 18% in Q1 2026, buying an estimated $397 and bringing the position to 13 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

J. Safra Asset Management first reported a position in EFX in Q2 2016 and has held it in 4 quarters since. The position peaked at $46K in Q3 2016. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

J. Safra Asset Management held 13 shares of Equifax worth $2.34K as of Q1 2026.
J. Safra Asset Management bought 2 Equifax shares in Q1 2026, an estimated $397.
Equifax made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #590 holding.
J. Safra Asset Management first reported a position in Equifax in Q2 2016 and has held it in 4 quarters since.
J. Safra Asset Management's Equifax position peaked at $46K in Q3 2016.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.