Aureus Asset Management’s Equifax EFX Stock Holding History

Aureus Asset Management’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
2026 Q3	–	Sell	-1,267	Closed	-$201K	–	229
2026 Q2	$201K	Hold	1,267	–	–	0.01%	233
2026 Q1	$228K	Sell	1,267 -33	-3%	-$6.55K	0.02%	208
2025 Q4	$282K	Hold	1,300	–	–	0.02%	165
2025 Q3	$333K	Hold	1,300	–	–	0.02%	159
2025 Q2	$337K	Hold	1,300	–	–	0.02%	161
2025 Q1	$317K	Hold	1,300	–	–	0.02%	160
2024 Q4	$331K	Hold	1,300	–	–	0.02%	153
2024 Q3	$382K	Hold	1,300	–	–	0.03%	145
2024 Q2	$315K	Hold	1,300	–	–	0.02%	155
2024 Q1	$348K	Hold	1,300	–	–	0.02%	144
2023 Q4	$321K	Hold	1,300	–	–	0.02%	147
2023 Q3	$238K	Hold	1,300	–	–	0.02%	166
2023 Q2	$306K	Hold	1,300	–	–	0.02%	146
2023 Q1	$264K	Hold	1,300	–	–	0.02%	150
2022 Q4	$253K	Hold	1,300	–	–	0.02%	159
2022 Q3	$223K	Hold	1,300	–	–	0.02%	153
2022 Q2	$238K	Hold	1,300	–	–	0.02%	169
2022 Q1	$308K	Hold	1,300	–	–	0.02%	178
2021 Q4	$381K	Hold	1,300	–	–	0.02%	151
2021 Q3	$329K	Hold	1,300	–	–	0.02%	156
2021 Q2	$311K	Hold	1,300	–	–	0.02%	175
2021 Q1	$235K	Hold	1,300	–	–	0.02%	162
2020 Q4	$251K	Hold	1,300	–	–	0.02%	163
2020 Q3	$204K	Buy	+1,300	New	+$213K	0.02%	169

Other funds holding EFX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Aureus Asset Management's EFX Position: Q3 2026 in Review

Aureus Asset Management sold out of Equifax (EFX) in Q3 2026, closing a stake of 1,267 shares — an estimated $201K sold.

Aureus Asset Management first reported a position in EFX in Q3 2020 and held it in 24 quarters. The position peaked at $382K in Q3 2024. 649 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

Aureus Asset Management reported no remaining Equifax position as of Q3 2026 after selling out during the quarter.
Aureus Asset Management sold 1,267 Equifax shares in Q3 2026, an estimated $201K.
Aureus Asset Management first reported a position in Equifax in Q3 2020 and held it in 24 quarters.
Aureus Asset Management's Equifax position peaked at $382K in Q3 2024.
649 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Aureus Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.