J. Safra Sarasin Holding’s Equifax EFX Stock Holding History

J. Safra Sarasin Holding’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	–	Sell	-3,366	Closed	-$730K	–	555
2025 Q4	$730K	Buy	3,366 +191	+6%	+$41.8K	0.01%	359
2025 Q3	$814K	Buy	3,175 +1,429	+82%	+$359K	0.01%	358
2025 Q2	$453K	Buy	+1,746	New	+$444K	0.01%	371
2024 Q4	–	Sell	-750	Closed	-$220K	–	476
2024 Q3	$220K	Buy	+750	New	+$212K	﹤0.01%	431

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 Sarasin Holding's EFX Position: Q1 2026 in Review

J. Safra Sarasin Holding sold out of Equifax (EFX) in Q1 2026, closing a stake of 3,366 shares — an estimated $730K sold.

J. Safra Sarasin Holding first reported a position in EFX in Q3 2024 and held it in 4 quarters. The position peaked at $814K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

J. Safra Sarasin Holding reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
J. Safra Sarasin Holding sold 3,366 Equifax shares in Q1 2026, an estimated $730K.
J. Safra Sarasin Holding first reported a position in Equifax in Q3 2024 and held it in 4 quarters.
J. Safra Sarasin Holding's Equifax position peaked at $814K in Q3 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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