Cannon Financial Strategists’s Equifax EFX Stock Holding History

Cannon Financial Strategists’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	-918	Closed	-$235K	–	101
2025 Q3	$235K	Sell	918 -2	-0.2%	-$503	0.03%	92
2025 Q2	$239K	Hold	920	–	–	0.04%	89
2025 Q1	$224K	Sell	920 -139	-13%	-$34.9K	0.04%	89
2024 Q4	$270K	Sell	1,059 -1	-0.1%	-$268	0.05%	79
2024 Q3	$311K	Sell	1,060 -1	-0.1%	-$282	0.05%	71
2024 Q2	$257K	Hold	1,061	–	–	0.05%	80
2024 Q1	$284K	Hold	1,061	–	–	0.06%	74
2023 Q4	$262K	Sell	1,061 -41	-4%	-$8.32K	0.06%	75
2023 Q3	$202K	Sell	1,102 -24	-2%	-$4.9K	0.05%	79
2023 Q2	$265K	Sell	1,126 -40	-3%	-$8.42K	0.07%	74
2023 Q1	$237K	Hold	1,166	–	–	0.08%	66
2022 Q4	$227K	Sell	1,166 -21	-2%	-$3.84K	0.08%	60
2022 Q3	$203K	Hold	1,187	–	–	0.08%	63
2022 Q2	$217K	Buy	1,187 +21	+2%	+$4.2K	0.08%	69
2022 Q1	$276K	Hold	1,166	–	–	0.1%	56
2021 Q4	$341K	Hold	1,166	–	–	0.12%	51
2021 Q3	$295K	Hold	1,166	–	–	0.11%	52
2021 Q2	$279K	Hold	1,166	–	–	0.11%	53
2021 Q1	$211K	Hold	1,166	–	–	0.09%	57
2020 Q4	$225K	Buy	+1,166	New	+$196K	0.11%	54
2020 Q3	–	Sell	-1,185	Closed	-$204K	–	55
2020 Q2	$204K	Buy	+1,185	New	+$176K	0.12%	53

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Cannon Financial Strategists's EFX Position: Q4 2025 in Review

Cannon Financial Strategists sold out of Equifax (EFX) in Q4 2025, closing a stake of 918 shares — an estimated $235K sold.

Cannon Financial Strategists first reported a position in EFX in Q2 2020 and held it in 21 quarters. The position peaked at $341K in Q4 2021. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Cannon Financial Strategists reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Cannon Financial Strategists sold 918 Equifax shares in Q4 2025, an estimated $235K.
Cannon Financial Strategists first reported a position in Equifax in Q2 2020 and held it in 21 quarters.
Cannon Financial Strategists's Equifax position peaked at $341K in Q4 2021.
895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Cannon Financial Strategists's 13F filing for Q4 2025, filed 4 Feb 2026.