Aptus Capital Advisors’s Equifax EFX Stock Holding History

Aptus Capital 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
2025 Q1	–	Sell	-1,384	Closed	-$353K	–	1450
2024 Q4	$353K	Buy	+1,384	New	+$371K	﹤0.01%	735

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aptus Capital Advisors's EFX Position: Q1 2025 in Review

Aptus Capital Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 1,384 shares — an estimated $353K sold.

Aptus Capital Advisors first reported a position in EFX in Q4 2024 and held it in 1 quarter. The position peaked at $353K in Q4 2024. 810 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

Aptus Capital Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
Aptus Capital Advisors sold 1,384 Equifax shares in Q1 2025, an estimated $353K.
Aptus Capital Advisors first reported a position in Equifax in Q4 2024 and held it in 1 quarter.
Aptus Capital Advisors's Equifax position peaked at $353K in Q4 2024.
810 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.