Jones Financial Companies
EFX icon

Jones Financial Companies’s Equifax EFX Stock Holding History

Jones Financial Companies’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 		$75.3M Buy
438,208
+430,416
+5,524% +$85.5M 0.04% 256
2025
Q4 		$1.69M Buy
7,792
+2,841
+57% +$622K ﹤0.01% 1028
2025
Q3 		$1.26M Buy
4,951
+1,801
+57% +$453K ﹤0.01% 1040
2025
Q2 		$807K Sell
3,150
-5
-0.2% -$1.27K ﹤0.01% 1091
2025
Q1 		$759K Buy
3,155
+129
+4% +$32.4K ﹤0.01% 971
2024
Q4 		$771K Buy
3,026
+1,412
+87% +$378K ﹤0.01% 829
2024
Q3 		$469K Buy
1,614
+875
+118% +$247K ﹤0.01% 843
2024
Q2 		$179K Buy
739
+734
+14,680% +$175K ﹤0.01% 871
2024
Q1 		$1.34K Buy
+5
New +$1.27K ﹤0.01% 1288
2022
Q2 		– Sell
-193
Closed -$46K – 758
2022
Q1 		$46K Hold
193
– – ﹤0.01% 359
2021
Q4 		$57K Hold
193
– – ﹤0.01% 350
2021
Q3 		$49K Hold
193
– – ﹤0.01% 321
2021
Q2 		$46K Hold
193
– – ﹤0.01% 318
2021
Q1 		$35K Sell
193
-9
-4% -$1.59K ﹤0.01% 396
2020
Q4 		$39K Buy
+202
New +$34K ﹤0.01% 307
2013
Q4 		– Sell
-510
Closed -$31K – 322
2013
Q3 		$31K Hold
510
– – ﹤0.01% 367
2013
Q2 		$30K Buy
+510
New +$30.8K ﹤0.01% 389

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

Jones Financial Companies's EFX Position: Q1 2026 in Review

Jones Financial Companies increased its Equifax (EFX) stake by 5,524% in Q1 2026, buying an estimated $85.5M and bringing the position to 438,208 shares worth $75.3M. The position accounts for 0.04% of the portfolio, ranked #256.

Jones Financial Companies first reported a position in EFX in Q2 2013 and has held it in 17 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Jones Financial Companies held 438,208 shares of Equifax worth $75.3M as of Q1 2026.
  • Jones Financial Companies bought 430,416 Equifax shares in Q1 2026, an estimated $85.5M.
  • Equifax made up 0.04% of Jones Financial Companies's portfolio in Q1 2026, its #256 holding.
  • Jones Financial Companies first reported a position in Equifax in Q2 2013 and has held it in 17 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.