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Williams Jones Wealth Management’s Equifax EFX Stock Holding History

Williams Jones 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 		– Sell
-1,358
Closed -$295K – 517
2025
Q4 		$295K Sell
1,358
-71
-5% -$15.5K ﹤0.01% 424
2025
Q3 		$367K Buy
1,429
+21
+1% +$5.28K ﹤0.01% 386
2025
Q2 		$365K Sell
1,408
-296
-17% -$75.3K ﹤0.01% 389
2025
Q1 		$415K Hold
1,704
– – 0.01% 364
2024
Q4 		$434K Hold
1,704
– – 0.01% 366
2024
Q3 		$501K Buy
1,704
+1
+0.1% +$282 0.01% 358
2024
Q2 		$413K Buy
1,703
+55
+3% +$13.1K 0.01% 367
2024
Q1 		$441K Hold
1,648
– – 0.01% 375
2023
Q4 		$408K Sell
1,648
-5
-0.3% -$1.01K 0.01% 376
2023
Q3 		$303K Hold
1,653
– – ﹤0.01% 416
2023
Q2 		$389K Hold
1,653
– – 0.01% 386
2023
Q1 		$335K Hold
1,653
– – 0.01% 427
2022
Q4 		$321K Sell
1,653
-1
-0.1% -$183 0.01% 434
2022
Q3 		$284K Sell
1,654
-150
-8% -$29.4K ﹤0.01% 448
2022
Q2 		$330K Buy
1,804
+184
+11% +$36.8K 0.01% 437
2022
Q1 		$384K Sell
1,620
-100
-6% -$23.6K 0.01% 390
2021
Q4 		$504K Hold
1,720
– – 0.01% 332
2021
Q3 		$436K Sell
1,720
-201
-10% -$52.2K 0.01% 340
2021
Q2 		$460K Sell
1,921
-49
-2% -$11K 0.01% 334
2021
Q1 		$357K Sell
1,970
-150
-7% -$26.5K 0.01% 353
2020
Q4 		$409K Hold
2,120
– – 0.01% 317
2020
Q3 		$333K Buy
2,120
+75
+4% +$12.3K 0.01% 317
2020
Q2 		$351K Hold
2,045
– – 0.01% 298
2020
Q1 		$244K Hold
2,045
– – 0.01% 316
2019
Q4 		$287K Hold
2,045
– – 0.01% 364
2019
Q3 		$288K Buy
+2,045
New +$288K 0.01% 349

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

Williams Jones Wealth Management's EFX Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,358 shares — an estimated $295K sold.

Williams Jones Wealth Management first reported a position in EFX in Q3 2019 and held it in 26 quarters. The position peaked at $504K in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Williams Jones Wealth Management reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,358 Equifax shares in Q1 2026, an estimated $295K.
  • Williams Jones Wealth Management first reported a position in Equifax in Q3 2019 and held it in 26 quarters.
  • Williams Jones Wealth Management's Equifax position peaked at $504K in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.