JWA
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JFS Wealth Advisors’s Equifax EFX Stock Holding History

JFS Wealth 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
Q2 		$3.49K Sell
22
-10
-31% -$1.7K ﹤0.01% 1426
2026
Q1 		$5.76K Sell
32
-17
-35% -$3.38K ﹤0.01% 1143
2025
Q4 		$10.6K Buy
49
+10
+26% +$2.19K ﹤0.01% 951
2025
Q3 		$10K Sell
39
-4
-9% -$1K ﹤0.01% 901
2025
Q2 		$11.2K Buy
43
+7
+19% +$1.78K ﹤0.01% 832
2025
Q1 		$8.77K Buy
36
+2
+6% +$503 ﹤0.01% 918
2024
Q4 		$8.66K Hold
34
– – ﹤0.01% 891
2024
Q3 		$9.95K Buy
34
+2
+6% +$564 ﹤0.01% 855
2024
Q2 		$7.73K Sell
32
-1
-3% -$239 ﹤0.01% 878
2024
Q1 		$8.79K Sell
33
-6
-15% -$1.53K ﹤0.01% 866
2023
Q4 		$9.61K Sell
39
-8
-17% -$1.62K ﹤0.01% 786
2023
Q3 		$8.58K Buy
47
+14
+42% +$2.86K ﹤0.01% 783
2023
Q2 		$7.73K Buy
33
+3
+10% +$631 ﹤0.01% 818
2023
Q1 		$6.06K Sell
30
-3
-9% -$624 ﹤0.01% 909
2022
Q4 		$6.38K Sell
33
-320
-91% -$58.5K ﹤0.01% 896
2022
Q3 		$60K Buy
353
+36
+11% +$7.05K 0.01% 354
2022
Q2 		$58K Sell
317
-19
-6% -$3.8K 0.01% 368
2022
Q1 		$80K Sell
336
-4
-1% -$943 0.01% 334
2021
Q4 		$100K Buy
+340
New +$94.7K 0.01% 306
2018
Q2 		– Sell
-23
Closed -$3K – 491
2018
Q1 		$3K Buy
23
+6
+35% +$720 ﹤0.01% 450
2017
Q4 		$2K Buy
+17
New +$1.91K ﹤0.01% 483
2016
Q2 		– Sell
-7
Closed -$1K – 532
2016
Q1 		$1K Buy
+7
New +$736 ﹤0.01% 566

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JFS Wealth Advisors's EFX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Equifax (EFX) stake by 31% in Q2 2026, selling an estimated $1.7K and leaving 22 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

JFS Wealth Advisors first reported a position in EFX in Q1 2016 and has held it in 22 quarters since. The position peaked at $100K in Q4 2021. 150 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • JFS Wealth Advisors held 22 shares of Equifax worth $3.49K as of Q2 2026.
  • JFS Wealth Advisors sold 10 Equifax shares in Q2 2026, an estimated $1.7K.
  • Equifax made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1426 holding.
  • JFS Wealth Advisors first reported a position in Equifax in Q1 2016 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Equifax position peaked at $100K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.