Blue Trust Inc
EFX icon

Blue Trust Inc’s Equifax EFX Stock Holding History

Blue Trust 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
2026
Q3 		$170K Sell
1,241
-83
-6% -$14.4K ﹤0.01% 823
2026
Q2 		$210K Buy
1,324
+988
+294% +$168K ﹤0.01% 775
2026
Q1 		$60.5K Sell
336
-73
-18% -$14.5K ﹤0.01% 1247
2025
Q4 		$88.7K Buy
409
+167
+69% +$36.6K ﹤0.01% 1123
2025
Q3 		$62.1K Buy
242
+92
+61% +$23.1K ﹤0.01% 1302
2025
Q2 		$38.9K Buy
150
+4
+3% +$1.02K ﹤0.01% 1508
2025
Q1 		$35.6K Buy
146
+77
+112% +$19.4K ﹤0.01% 1510
2024
Q4 		$17.6K Sell
69
-366
-84% -$98.1K ﹤0.01% 1649
2024
Q3 		$105K Buy
435
+279
+179% +$78.7K ﹤0.01% 1193
2024
Q2 		$41.7K Buy
156
+114
+271% +$27.2K ﹤0.01% 1321
2024
Q1 		$11.2K Sell
42
-42
-50% -$10.7K ﹤0.01% 1412
2023
Q4 		$15K Buy
84
+48
+133% +$9.7K ﹤0.01% 1417
2023
Q3 		$8K Buy
36
+4
+13% +$817 ﹤0.01% 1467
2023
Q2 		$6K Sell
32
-78
-71% -$16.4K ﹤0.01% 1453
2023
Q1 		$21K Buy
110
+9
+9% +$1.87K ﹤0.01% 1342
2022
Q4 		$17K Buy
101
+52
+106% +$9.5K ﹤0.01% 1342
2022
Q3 		$9K Buy
49
+11
+29% +$2.16K ﹤0.01% 1367
2022
Q2 		$9K Buy
+38
New +$7.6K ﹤0.01% 1229

Other funds holding EFX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Blue Trust Inc's EFX Position: Q3 2026 in Review

Blue Trust Inc reduced its Equifax (EFX) stake by 6.3% in Q3 2026, selling an estimated $14.4K and leaving 1,241 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Blue Trust Inc first reported a position in EFX in Q2 2022 and has held it in 18 quarters since. The position peaked at $210K in Q2 2026. 473 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Blue Trust Inc held 1,241 shares of Equifax worth $170K as of Q3 2026.
  • Blue Trust Inc sold 83 Equifax shares in Q3 2026, an estimated $14.4K.
  • Equifax made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #823 holding.
  • Blue Trust Inc first reported a position in Equifax in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Equifax position peaked at $210K in Q2 2026.
  • 473 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.