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Brasada Capital Management’s Equifax EFX Stock Holding History

Brasada Capital 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
Q4 		– Sell
-7,946
Closed -$1.85M – 147
2025
Q3 		$1.85M Sell
7,946
-163
-2% -$41K 0.31% 71
2025
Q2 		$2.12M Sell
8,109
-403
-5% -$103K 0.36% 65
2025
Q1 		$1.75M Sell
8,512
-133
-2% -$33.4K 0.35% 64
2024
Q4 		$2.14M Sell
8,645
-20,248
-70% -$5.43M 0.37% 68
2024
Q3 		$8.48M Sell
28,893
-863
-3% -$243K 1.48% 21
2024
Q2 		$7.52M Buy
29,756
+15,152
+104% +$3.61M 1.31% 26
2024
Q1 		$3.91M Buy
+14,604
New +$3.72M 0.69% 42

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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
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
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Brasada Capital Management's EFX Position: Q4 2025 in Review

Brasada Capital Management sold out of Equifax (EFX) in Q4 2025, closing a stake of 7,946 shares — an estimated $1.85M sold.

Brasada Capital Management first reported a position in EFX in Q1 2024 and held it in 7 quarters. The position peaked at $8.48M in Q3 2024. 894 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Brasada Capital Management reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Brasada Capital Management sold 7,946 Equifax shares in Q4 2025, an estimated $1.85M.
  • Brasada Capital Management first reported a position in Equifax in Q1 2024 and held it in 7 quarters.
  • Brasada Capital Management's Equifax position peaked at $8.48M in Q3 2024.
  • 894 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Brasada Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.