Aspen Grove Capital’s Equifax EFX Stock Holding History

Aspen Grove Capital’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	-812	Closed	-$208K	–	209
2025 Q3	$208K	Buy	+812	New	+$204K	0.04%	192

Other funds holding EFX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Aspen Grove Capital's EFX Position: Q4 2025 in Review

Aspen Grove Capital sold out of Equifax (EFX) in Q4 2025, closing a stake of 812 shares — an estimated $208K sold.

Aspen Grove Capital first reported a position in EFX in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Aspen Grove Capital reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Aspen Grove Capital sold 812 Equifax shares in Q4 2025, an estimated $208K.
Aspen Grove Capital first reported a position in Equifax in Q3 2025 and held it in 1 quarter.
Aspen Grove Capital's Equifax position peaked at $208K in Q3 2025.
896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Aspen Grove Capital's 13F filing for Q4 2025, filed 17 Feb 2026.