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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
Q2 		$3.02K Sell
19
-14
-42% -$2.39K ﹤0.01% 939
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JPL Wealth Management's EFX Position: Q2 2026 in Review

JPL Wealth Management reduced its Equifax (EFX) stake by 42% in Q2 2026, selling an estimated $2.39K and leaving 19 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

JPL Wealth Management first reported a position in EFX in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.18K in Q3 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • JPL Wealth Management held 19 shares of Equifax worth $3.02K as of Q2 2026.
  • JPL Wealth Management sold 14 Equifax shares in Q2 2026, an estimated $2.39K.
  • Equifax made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #939 holding.
  • JPL Wealth Management first reported a position in Equifax in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Equifax position peaked at $7.18K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.