Benjamin Edwards Inc’s Equifax EFX Stock Holding History

Benjamin Edwards Inc’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 Q4	–	Sell	-870	Closed	-$223K	–	1331
2025 Q3	$223K	Buy	870 +25	+3%	+$6.28K	﹤0.01%	1209
2025 Q2	$219K	Buy	+845	New	+$215K	﹤0.01%	1093
2024 Q3	–	Sell	-254	Closed	-$62K	–	1117
2024 Q2	$62K	Buy	254 +23	+10%	+$5.49K	0.01%	472
2024 Q1	$62K	Buy	231 +6	+3%	+$1.53K	0.01%	460
2023 Q4	$56K	Buy	225 +13	+6%	+$2.64K	0.01%	466
2023 Q3	$39K	Buy	212 +20	+10%	+$4.08K	0.01%	476
2023 Q2	$45K	Sell	192 -116	-38%	-$24.4K	0.01%	471
2023 Q1	$62K	Buy	308 +152	+97%	+$31.6K	0.02%	432
2022 Q4	$30K	Buy	156 +7	+5%	+$1.28K	0.01%	460
2022 Q3	$26K	Buy	149 +28	+23%	+$5.49K	0.01%	485
2022 Q2	$22K	Hold	121	–	–	0.01%	510
2022 Q1	$29K	Buy	121 +9	+8%	+$2.12K	0.01%	512
2021 Q4	$33K	Buy	112 +4	+4%	+$1.11K	0.01%	461
2021 Q3	$27K	Hold	108	–	–	0.02%	372
2021 Q2	$26K	Buy	+108	New	+$24.1K	0.02%	314

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return