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American Trust’s Equifax EFX Stock Holding History

American Trust’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
2025
Q3 		– Sell
-832
Closed -$216K – 337
2025
Q2 		$216K Buy
+832
New +$212K 0.02% 270
2025
Q1 		– Sell
-874
Closed -$223K – 168
2024
Q4 		$223K Sell
874
-51
-6% -$13.7K 0.02% 284
2024
Q3 		$272K Sell
925
-77
-8% -$21.7K 0.02% 198
2024
Q2 		$243K Sell
1,002
-86
-8% -$20.5K 0.02% 200
2024
Q1 		$291K Sell
1,088
-39
-3% -$9.93K 0.02% 205
2023
Q4 		$279K Sell
1,127
-15
-1% -$3.04K 0.02% 219
2023
Q3 		$209K Sell
1,142
-132
-10% -$27K 0.02% 263
2023
Q2 		$300K Sell
1,274
-10
-0.8% -$2.1K 0.02% 309
2023
Q1 		$260K Buy
1,284
+171
+15% +$35.6K 0.02% 345
2022
Q4 		$216K Buy
+1,113
New +$203K 0.02% 392

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

American Trust's EFX Position: Q3 2025 in Review

American Trust sold out of Equifax (EFX) in Q3 2025, closing a stake of 832 shares — an estimated $216K sold.

American Trust first reported a position in EFX in Q4 2022 and held it in 10 quarters. The position peaked at $300K in Q2 2023. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • American Trust reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • American Trust sold 832 Equifax shares in Q3 2025, an estimated $216K.
  • American Trust first reported a position in Equifax in Q4 2022 and held it in 10 quarters.
  • American Trust's Equifax position peaked at $300K in Q2 2023.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on American Trust's 13F filing for Q3 2025, filed 17 Nov 2025.