Joel Isaacson & Co’s Equifax EFX Stock Holding History

Joel Isaacson & Co’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	$226K	Hold	1,257	–	–	0.01%	412
2025 Q4	$273K	Buy	+1,257	New	+$275K	0.01%	380
2017 Q1	–	Sell	-50	Closed	-$6K	–	277
2016 Q4	$6K	Buy	+50	New	+$6.11K	﹤0.01%	550
2016 Q2	–	Sell	-1,191	Closed	-$136K	–	730
2016 Q1	$136K	Hold	1,191	–	–	0.03%	209
2015 Q4	$133K	Hold	1,191	–	–	0.03%	194
2015 Q3	$116K	Hold	1,191	–	–	0.03%	205
2015 Q2	$116K	Hold	1,191	–	–	0.03%	231
2015 Q1	$111K	Hold	1,191	–	–	0.03%	243
2014 Q4	$96K	Hold	1,191	–	–	0.03%	235
2014 Q3	$89K	Hold	1,191	–	–	0.03%	224
2014 Q2	$86K	Buy	+1,191	New	+$83.6K	0.03%	222

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

Joel Isaacson & Co's EFX Position: Q1 2026 in Review

Joel Isaacson & Co held its Equifax (EFX) position steady in Q1 2026 at 1,257 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #412.

Joel Isaacson & Co first reported a position in EFX in Q2 2014 and has held it in 11 quarters since. The position peaked at $273K in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Joel Isaacson & Co held 1,257 shares of Equifax worth $226K as of Q1 2026.
Joel Isaacson & Co left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #412 holding.
Joel Isaacson & Co first reported a position in Equifax in Q2 2014 and has held it in 11 quarters since.
Joel Isaacson & Co's Equifax position peaked at $273K in Q4 2025.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.