Austin Private Wealth’s Equifax EFX Stock Holding History

Austin Private Wealth’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 Q2	–	Sell	-1,087	Closed	-$265K	–	314
2025 Q1	$265K	Sell	1,087 -2	-0.2%	-$503	0.02%	242
2024 Q4	$278K	Buy	1,089 +18	+2%	+$4.82K	0.03%	224
2024 Q3	$315K	Buy	1,071 +1	+0.1%	+$282	0.03%	196
2024 Q2	$259K	Hold	1,070	–	–	0.03%	197
2024 Q1	$274K	Hold	1,070	–	–	0.03%	188
2023 Q4	$265K	Buy	+1,070	New	+$217K	0.03%	169
2023 Q3	–	Sell	-1,070	Closed	-$252K	–	201
2023 Q2	$252K	Hold	1,070	–	–	0.04%	135
2023 Q1	$217K	Hold	1,070	–	–	0.03%	140
2022 Q4	$208K	Buy	+1,070	New	+$196K	0.04%	141
2022 Q2	–	Sell	-1,070	Closed	-$254K	–	152
2022 Q1	$254K	Hold	1,070	–	–	0.05%	114
2021 Q4	$313K	Hold	1,070	–	–	0.06%	107
2021 Q3	$271K	Hold	1,070	–	–	0.06%	107
2021 Q2	$256K	Buy	+1,070	New	+$239K	0.06%	110
2021 Q1	–	Sell	-1,070	Closed	-$206K	–	116
2020 Q4	$206K	Buy	+1,070	New	+$180K	0.06%	106
2020 Q3	–	Sell	-1,238	Closed	-$213K	–	94
2020 Q2	$213K	Buy	+1,238	New	+$183K	0.09%	82

Other funds holding EFX

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Austin Private Wealth's EFX Position: Q2 2025 in Review

Austin Private Wealth sold out of Equifax (EFX) in Q2 2025, closing a stake of 1,087 shares — an estimated $265K sold.

Austin Private Wealth first reported a position in EFX in Q2 2020 and held it in 15 quarters. The position peaked at $315K in Q3 2024. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

Austin Private Wealth reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
Austin Private Wealth sold 1,087 Equifax shares in Q2 2025, an estimated $265K.
Austin Private Wealth first reported a position in Equifax in Q2 2020 and held it in 15 quarters.
Austin Private Wealth's Equifax position peaked at $315K in Q3 2024.
863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Austin Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.