JFG
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Jefferies Financial Group’s Equifax EFX Stock Holding History

Jefferies Financial Group’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 		$999K Buy
5,547
+1,455
+36% +$289K 0.01% 922
2025
Q4 		$888K Buy
+4,092
New +$896K ﹤0.01% 1137
2025
Q2 		– Sell
-5,459
Closed -$1.33M – 1436
2025
Q1 		$1.33M Buy
+5,459
New +$1.37M 0.01% 708
2023
Q1 		– Sell
-1,249
Closed -$243K – 1722
2022
Q4 		$243K Buy
+1,249
New +$228K ﹤0.01% 1249

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

Jefferies Financial Group's EFX Position: Q1 2026 in Review

Jefferies Financial Group increased its Equifax (EFX) stake by 36% in Q1 2026, buying an estimated $289K and bringing the position to 5,547 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #922.

Jefferies Financial Group first reported a position in EFX in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.33M in Q1 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Jefferies Financial Group held 5,547 shares of Equifax worth $999K as of Q1 2026.
  • Jefferies Financial Group bought 1,455 Equifax shares in Q1 2026, an estimated $289K.
  • Equifax made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #922 holding.
  • Jefferies Financial Group first reported a position in Equifax in Q4 2022 and has held it in 4 quarters since.
  • Jefferies Financial Group's Equifax position peaked at $1.33M in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.