Capital Group Private Client Services’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,958	Closed	-$3.07M	–	288
2025 Q3	$3.07M	Sell	11,958 -41,963	-78%	-$10.5M	0.05%	155
2025 Q2	$14M	Sell	53,921 -1,669	-3%	-$425K	0.12%	129
2025 Q1	$13.5M	Sell	55,590 -1,245	-2%	-$313K	0.13%	127
2024 Q4	$14.5M	Sell	56,835 -1,012	-2%	-$271K	0.13%	134
2024 Q3	$17M	Sell	57,847 -1,432	-2%	-$404K	0.16%	128
2024 Q2	$14.4M	Sell	59,279 -1,059	-2%	-$253K	0.14%	125
2024 Q1	$16.1M	Buy	60,338 +52,443	+664%	+$13.3M	0.16%	124
2023 Q4	$1.95M	Sell	7,895 -1,684	-18%	-$342K	0.02%	197
2023 Q3	$1.75M	Sell	9,579 -236	-2%	-$48.2K	0.02%	190
2023 Q2	$2.31M	Buy	9,815 +47	+0.5%	+$9.89K	0.03%	173
2023 Q1	$1.98M	Buy	+9,768	New	+$2.03M	0.02%	173
2022 Q1	–	Sell	-47,450	Closed	-$13.9M	–	238
2021 Q4	$13.9M	Sell	47,450 -1,116	-2%	-$311K	0.15%	120
2021 Q3	$12.3M	Buy	+48,566	New	+$12.6M	0.14%	123