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 Q2	$54.5M	Sell	344,187 -94,021	-21%	-$16M	0.02%	383
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Jones Financial Companies's EFX Position: Q2 2026 in Review

Jones Financial Companies reduced its Equifax (EFX) stake by 21% in Q2 2026, selling an estimated $16M and leaving 344,187 shares worth $54.5M. The position accounts for 0.02% of the portfolio, ranked #383.

Jones Financial Companies first reported a position in EFX in Q2 2013 and has held it in 18 quarters since. The position peaked at $75.3M in Q1 2026. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Jones Financial Companies held 344,187 shares of Equifax worth $54.5M as of Q2 2026.
Jones Financial Companies sold 94,021 Equifax shares in Q2 2026, an estimated $16M.
Equifax made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #383 holding.
Jones Financial Companies first reported a position in Equifax in Q2 2013 and has held it in 18 quarters since.
Jones Financial Companies's Equifax position peaked at $75.3M in Q1 2026.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.