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Whipplewood Advisors’s Equifax EFX Stock Holding History

Whipplewood Advisors’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 		$900 Buy
+5
New +$993 ﹤0.01% 910
2025
Q3 		– Sell
-5
Closed -$1.3K – 561
2025
Q2 		$1.3K Sell
5
-11
-69% -$2.8K ﹤0.01% 964
2025
Q1 		$1.22K Buy
16
+7
+78% +$1.76K ﹤0.01% 990
2024
Q4 		$2.29K Buy
+9
New +$2.41K ﹤0.01% 847

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

Whipplewood Advisors's EFX Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Equifax (EFX) in Q1 2026: 5 shares worth $900. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in EFX as recently as Q2 2025.

Whipplewood Advisors first reported a position in EFX in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.29K in Q4 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Whipplewood Advisors held 5 shares of Equifax worth $900 as of Q1 2026.
  • Equifax was a new Whipplewood Advisors position in Q1 2026.
  • Equifax made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #910 holding.
  • Whipplewood Advisors first reported a position in Equifax in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Equifax position peaked at $2.29K in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.