Avalon Trust’s Equifax EFX Stock Holding History

Avalon Trust’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	-29	Closed	-$7.01K	–	420
2025 Q1	$7.01K	Buy	+29	New	+$7.29K	﹤0.01%	373

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

Avalon Trust's EFX Position: Q2 2025 in Review

Avalon Trust sold out of Equifax (EFX) in Q2 2025, closing a stake of 29 shares — an estimated $7.01K sold.

Avalon Trust first reported a position in EFX in Q1 2025 and held it in 1 quarter. The position peaked at $7.01K in Q1 2025. 861 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

Avalon Trust reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
Avalon Trust sold 29 Equifax shares in Q2 2025, an estimated $7.01K.
Avalon Trust first reported a position in Equifax in Q1 2025 and held it in 1 quarter.
Avalon Trust's Equifax position peaked at $7.01K in Q1 2025.
861 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Avalon Trust's 13F filing for Q2 2025, filed 8 Aug 2025.