Ascent Group’s Equifax EFX Stock Holding History

Ascent Group’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	-859	Closed	-$223K	–	755
2025 Q2	$223K	Buy	+859	New	+$218K	0.01%	657

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Ascent Group's EFX Position: Q3 2025 in Review

Ascent Group sold out of Equifax (EFX) in Q3 2025, closing a stake of 859 shares — an estimated $223K sold.

Ascent Group first reported a position in EFX in Q2 2025 and held it in 1 quarter. The position peaked at $223K in Q2 2025. 855 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

Ascent Group reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
Ascent Group sold 859 Equifax shares in Q3 2025, an estimated $223K.
Ascent Group first reported a position in Equifax in Q2 2025 and held it in 1 quarter.
Ascent Group's Equifax position peaked at $223K in Q2 2025.
855 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Ascent Group's 13F filing for Q3 2025, filed 20 Oct 2025.