BAM
EFX icon

Belpointe Asset Management’s Equifax EFX Stock Holding History

Belpointe 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
2025
Q1 		– Sell
-3,959
Closed -$1.22M – 945
2024
Q4 		$1.22M Buy
3,959
+124
+3% +$33.2K 0.07% 265
2024
Q3 		$1.13M Buy
+3,835
New +$1.08M 0.07% 283
2023
Q2 		– Sell
-847
Closed -$172K – 1343
2023
Q1 		$172K Sell
847
-2,650
-76% -$552K 0.01% 1011
2022
Q4 		$680K Sell
3,497
-568
-14% -$104K 0.04% 413
2022
Q3 		$697K Buy
4,065
+122
+3% +$23.9K 0.05% 396
2022
Q2 		$721K Buy
3,943
+98
+3% +$19.6K 0.05% 374
2022
Q1 		$912K Buy
+3,845
New +$906K 0.06% 366

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return