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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Benjamin Edwards Inc's EFX Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of Equifax (EFX) in Q4 2025, closing a stake of 870 shares — an estimated $223K sold.

Benjamin Edwards Inc first reported a position in EFX in Q2 2021 and held it in 15 quarters. The position peaked at $223K in Q3 2025. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Benjamin Edwards Inc reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 870 Equifax shares in Q4 2025, an estimated $223K.
  • Benjamin Edwards Inc first reported a position in Equifax in Q2 2021 and held it in 15 quarters.
  • Benjamin Edwards Inc's Equifax position peaked at $223K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.