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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 $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 $3.38T AUM 44.17% 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

Belpointe Asset Management's EFX Position: Q1 2025 in Review

Belpointe Asset Management sold out of Equifax (EFX) in Q1 2025, closing a stake of 3,959 shares — an estimated $1.22M sold.

Belpointe Asset Management first reported a position in EFX in Q1 2022 and held it in 7 quarters. The position peaked at $1.22M in Q4 2024. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Belpointe Asset Management reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 3,959 Equifax shares in Q1 2025, an estimated $1.22M.
  • Belpointe Asset Management first reported a position in Equifax in Q1 2022 and held it in 7 quarters.
  • Belpointe Asset Management's Equifax position peaked at $1.22M in Q4 2024.
  • 813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.