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Bellwether Advisors’s Equifax EFX Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-78
Closed -$20.2K – 267
2025
Q2 		$20.2K Buy
+78
New +$19.8K ﹤0.01% 301
2021
Q3 		– Sell
-2,845
Closed -$681K – 563
2021
Q2 		$681K Buy
+2,845
New +$636K 0.23% 81

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Bellwether Advisors's EFX Position: Q3 2025 in Review

Bellwether Advisors sold out of Equifax (EFX) in Q3 2025, closing a stake of 78 shares — an estimated $20.2K sold.

Bellwether Advisors first reported a position in EFX in Q2 2021 and held it in 2 quarters. The position peaked at $681K in Q2 2021. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Bellwether Advisors reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 78 Equifax shares in Q3 2025, an estimated $20.2K.
  • Bellwether Advisors first reported a position in Equifax in Q2 2021 and held it in 2 quarters.
  • Bellwether Advisors's Equifax position peaked at $681K in Q2 2021.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.