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Ameritas Advisory Services’s Equifax EFX Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-107
Closed -$27.6K – 1254
2025
Q3 		$27.6K Sell
107
-11
-9% -$2.77K ﹤0.01% 1316
2025
Q2 		$30.7K Buy
+118
New +$30K ﹤0.01% 1541
2023
Q2 		– Sell
-106
Closed -$21.6K – 1088
2023
Q1 		$21.6K Buy
+106
New +$22.1K ﹤0.01% 1604

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ameritas Advisory Services's EFX Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Equifax (EFX) in Q4 2025, closing a stake of 107 shares — an estimated $27.6K sold.

Ameritas Advisory Services first reported a position in EFX in Q1 2023 and held it in 3 quarters. The position peaked at $30.7K in Q2 2025. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 107 Equifax shares in Q4 2025, an estimated $27.6K.
  • Ameritas Advisory Services first reported a position in Equifax in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Equifax position peaked at $30.7K in Q2 2025.
  • 895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.