AI
EFX icon

AXS Investments’s Equifax EFX Stock Holding History

AXS Investments’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
Q1 		– Sell
-4,100
Closed -$1.04M – 213
2024
Q4 		$1.04M Sell
4,100
-151
-4% -$40.5K 0.29% 164
2024
Q3 		$1.25M Buy
+4,251
New +$1.2M 0.33% 163
2024
Q2 		– Sell
-4,513
Closed -$1.21M – 245
2024
Q1 		$1.21M Sell
4,513
-1,224
-21% -$311K 0.29% 148
2023
Q4 		$1.42M Sell
5,737
-291
-5% -$59K 0.34% 96
2023
Q3 		$1.1M Sell
6,028
-1,183
-16% -$242K 0.29% 143
2023
Q2 		$2.61M Buy
7,211
+1,621
+29% +$341K 0.7% 26
2023
Q1 		$1.13M Sell
5,590
-1,801
-24% -$375K 0.37% 109
2022
Q4 		$2.19M Buy
+7,391
New +$1.35M 0.78% 23
2022
Q3 		– Sell
-5,377
Closed -$983K – 207
2022
Q2 		$983K Buy
+5,377
New +$1.08M 0.35% 94

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AXS Investments's EFX Position: Q1 2025 in Review

AXS Investments sold out of Equifax (EFX) in Q1 2025, closing a stake of 4,100 shares — an estimated $1.04M sold.

AXS Investments first reported a position in EFX in Q2 2022 and held it in 9 quarters. The position peaked at $2.61M in Q2 2023. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • AXS Investments reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • AXS Investments sold 4,100 Equifax shares in Q1 2025, an estimated $1.04M.
  • AXS Investments first reported a position in Equifax in Q2 2022 and held it in 9 quarters.
  • AXS Investments's Equifax position peaked at $2.61M in Q2 2023.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on AXS Investments's 13F filing for Q1 2025, filed 9 May 2025.