BTI
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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
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% +$9.74K ﹤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% +$2.15K ﹤0.01% 1367
2022
Q2 		$9K Buy
+38
New +$7.61K ﹤0.01% 1229

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Blue Trust Inc's EFX Position: Q2 2026 in Review

Blue Trust Inc increased its Equifax (EFX) stake by 294% in Q2 2026, buying an estimated $168K and bringing the position to 1,324 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Blue Trust Inc first reported a position in EFX in Q2 2022 and has held it in 17 quarters since. 149 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Blue Trust Inc held 1,324 shares of Equifax worth $210K as of Q2 2026.
  • Blue Trust Inc bought 988 Equifax shares in Q2 2026, an estimated $168K.
  • Equifax made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #775 holding.
  • Blue Trust Inc first reported a position in Equifax in Q2 2022 and has held it in 17 quarters since.
  • 149 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.