Vontobel Holding
EFX icon

Vontobel Holding’s Equifax EFX Stock Holding History

Vontobel Holding’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 		$506K Buy
2,811
+225
+9% +$44.7K ﹤0.01% 848
2025
Q4 		$561K Buy
2,586
+199
+8% +$43.6K ﹤0.01% 950
2025
Q3 		$612K Sell
2,387
-24
-1% -$6.03K ﹤0.01% 876
2025
Q2 		$625K Buy
2,411
+1,128
+88% +$287K ﹤0.01% 831
2025
Q1 		$312K Sell
1,283
-116
-8% -$29.2K ﹤0.01% 901
2024
Q4 		$357K Hold
1,399
– – ﹤0.01% 879
2024
Q3 		$411K Sell
1,399
-47
-3% -$13.3K ﹤0.01% 842
2024
Q2 		$351K Sell
1,446
-265
-15% -$63.2K ﹤0.01% 860
2024
Q1 		$458K Sell
1,711
-35
-2% -$8.91K ﹤0.01% 806
2023
Q4 		$432K Sell
1,746
-12
-0.7% -$2.43K ﹤0.01% 836
2023
Q3 		$322K Hold
1,758
– – ﹤0.01% 881
2023
Q2 		$414K Hold
1,758
– – ﹤0.01% 837
2023
Q1 		$357K Hold
1,758
– – ﹤0.01% 852
2022
Q4 		$334K Buy
1,758
+228
+15% +$41.7K ﹤0.01% 866
2022
Q3 		$255K Sell
1,530
-152
-9% -$29.8K ﹤0.01% 890
2022
Q2 		$303K Sell
1,682
-213
-11% -$42.6K ﹤0.01% 839
2022
Q1 		$454K Sell
1,895
-439
-19% -$103K ﹤0.01% 820
2021
Q4 		$680K Hold
2,334
– – 0.01% 736
2021
Q3 		$591K Buy
2,334
+336
+17% +$87.3K 0.01% 743
2021
Q2 		$478K Buy
1,998
+330
+20% +$73.8K ﹤0.01% 775
2021
Q1 		$302K Sell
1,668
-764
-31% -$135K ﹤0.01% 803
2020
Q4 		$436K Buy
+2,432
New +$409K ﹤0.01% 689

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

Vontobel Holding's EFX Position: Q1 2026 in Review

Vontobel Holding increased its Equifax (EFX) stake by 8.7% in Q1 2026, buying an estimated $44.7K and bringing the position to 2,811 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Vontobel Holding first reported a position in EFX in Q4 2020 and has held it in 22 quarters since. The position peaked at $680K in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Vontobel Holding held 2,811 shares of Equifax worth $506K as of Q1 2026.
  • Vontobel Holding bought 225 Equifax shares in Q1 2026, an estimated $44.7K.
  • Equifax made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #848 holding.
  • Vontobel Holding first reported a position in Equifax in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Equifax position peaked at $680K in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.