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Smartleaf Asset Management’s Equifax EFX Stock Holding History

Smartleaf Asset 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 		$140K Sell
790
-129
-14% -$25.6K 0.01% 949
2025
Q4 		$203K Sell
919
-65
-7% -$14.2K 0.01% 794
2025
Q3 		$252K Buy
984
+405
+70% +$102K 0.02% 647
2025
Q2 		$148K Sell
579
-83
-13% -$21.1K 0.01% 689
2025
Q1 		$159K Buy
662
+19
+3% +$4.78K 0.02% 648
2024
Q4 		$164K Buy
643
+115
+22% +$30.8K 0.02% 614
2024
Q3 		$153K Buy
528
+211
+67% +$59.5K 0.02% 581
2024
Q2 		$76K Buy
317
+84
+36% +$20K 0.01% 642
2024
Q1 		$61.1K Buy
233
+213
+1,065% +$54.2K 0.01% 634
2023
Q4 		$4.99K Buy
+20
New +$4.06K ﹤0.01% 865

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

Smartleaf Asset Management's EFX Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Equifax (EFX) stake by 14% in Q1 2026, selling an estimated $25.6K and leaving 790 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #949.

Smartleaf Asset Management first reported a position in EFX in Q4 2023 and has held it in 10 quarters since. The position peaked at $252K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Smartleaf Asset Management held 790 shares of Equifax worth $140K as of Q1 2026.
  • Smartleaf Asset Management sold 129 Equifax shares in Q1 2026, an estimated $25.6K.
  • Equifax made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #949 holding.
  • Smartleaf Asset Management first reported a position in Equifax in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Equifax position peaked at $252K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.