Caldwell Trust’s Equifax EFX Stock Holding History

Caldwell Trust’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	$20K	Hold	126	–	–	﹤0.01%	608
2026 Q1	$22.7K	Hold	126	–	–	﹤0.01%	577
2025 Q4	$27.3K	Hold	126	–	–	﹤0.01%	547
2025 Q3	$32.3K	Hold	126	–	–	﹤0.01%	525
2025 Q2	$32.7K	Hold	126	–	–	﹤0.01%	513
2025 Q1	$30.7K	Hold	126	–	–	﹤0.01%	511
2024 Q4	$32.1K	Hold	126	–	–	﹤0.01%	497
2024 Q3	$37K	Hold	126	–	–	﹤0.01%	489
2024 Q2	$30.6K	Hold	126	–	–	﹤0.01%	501
2024 Q1	$33.7K	Hold	126	–	–	﹤0.01%	502
2023 Q4	$31.2K	Hold	126	–	–	﹤0.01%	499
2023 Q3	$23.1K	Hold	126	–	–	﹤0.01%	525
2023 Q2	$29.6K	Hold	126	–	–	﹤0.01%	509
2023 Q1	$25.6K	Hold	126	–	–	﹤0.01%	519
2022 Q4	$24.5K	Sell	126 -480	-79%	-$87.7K	﹤0.01%	509
2022 Q3	$104K	Hold	606	–	–	0.02%	341
2022 Q2	$111K	Hold	606	–	–	0.02%	349
2022 Q1	$144K	Hold	606	–	–	0.02%	325
2021 Q4	$177K	Hold	606	–	–	0.02%	301
2021 Q3	$154K	Hold	606	–	–	0.02%	309
2021 Q2	$145K	Hold	606	–	–	0.02%	314
2021 Q1	$110K	Hold	606	–	–	0.02%	333
2020 Q4	$117K	Hold	606	–	–	0.02%	316
2020 Q3	$95.1K	Hold	606	–	–	0.02%	325
2020 Q2	$104K	Hold	606	–	–	0.02%	329
2020 Q1	$72.4K	Hold	606	–	–	0.01%	369
2019 Q4	$84.9K	Buy	+606	New	+$84K	0.01%	391

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Caldwell Trust's EFX Position: Q2 2026 in Review

Caldwell Trust held its Equifax (EFX) position steady in Q2 2026 at 126 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Caldwell Trust first reported a position in EFX in Q4 2019 and has held it in 27 quarters since. The position peaked at $177K in Q4 2021. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Caldwell Trust held 126 shares of Equifax worth $20K as of Q2 2026.
Caldwell Trust left its Equifax share count unchanged in Q2 2026.
Equifax made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #608 holding.
Caldwell Trust first reported a position in Equifax in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's Equifax position peaked at $177K in Q4 2021.
837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.