JWM
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JPL Wealth Management’s Equifax EFX Stock Holding History

JPL Wealth Management’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 		$5.94K Buy
+33
New +$6.55K ﹤0.01% 645
2025
Q4 		– Sell
-28
Closed -$7.18K – 407
2025
Q3 		$7.18K Buy
+28
New +$7.04K ﹤0.01% 592

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

JPL Wealth Management's EFX Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Equifax (EFX) in Q1 2026: 33 shares worth $5.94K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in EFX as recently as Q3 2025.

JPL Wealth Management first reported a position in EFX in Q3 2025 and has held it in 2 quarters since. The position peaked at $7.18K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • JPL Wealth Management held 33 shares of Equifax worth $5.94K as of Q1 2026.
  • Equifax was a new JPL Wealth Management position in Q1 2026.
  • Equifax made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #645 holding.
  • JPL Wealth Management first reported a position in Equifax in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Equifax position peaked at $7.18K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.