Catalyst Capital Advisors’s Equifax EFX Stock Holding History

Catalyst Capital Advisors’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	-434	Closed	-$111K	–	404
2025 Q3	$111K	Sell	434 -19	-4%	-$4.78K	﹤0.01%	295
2025 Q2	$117K	Buy	+453	New	+$115K	﹤0.01%	308
2025 Q1	–	Sell	-363	Closed	-$92.5K	–	465
2024 Q4	$92.5K	Buy	+363	New	+$97.3K	﹤0.01%	307
2017 Q3	–	Sell	-21,600	Closed	-$2.97M	–	459
2017 Q2	$2.97M	Buy	21,600 +7,100	+49%	+$975K	0.13%	110
2017 Q1	$1.98M	Buy	+14,500	New	+$1.84M	0.1%	128
2016 Q4	–	Sell	-605	Closed	-$81K	–	434
2016 Q3	$81K	Sell	605 -12,000	-95%	-$1.59M	0.01%	298
2016 Q2	$1.62M	Buy	12,605 +7,000	+125%	+$848K	0.3%	102
2016 Q1	$640K	Buy	+5,605	New	+$590K	0.11%	151
2014 Q4	–	Sell	-9,451	Closed	-$706K	–	514
2014 Q3	$706K	Buy	+9,451	New	+$720K	0.09%	196

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 $75.4B AUM 14.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Catalyst Capital Advisors's EFX Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of Equifax (EFX) in Q4 2025, closing a stake of 434 shares — an estimated $111K sold.

Catalyst Capital Advisors first reported a position in EFX in Q3 2014 and held it in 9 quarters. The position peaked at $2.97M in Q2 2017. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Catalyst Capital Advisors reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 434 Equifax shares in Q4 2025, an estimated $111K.
Catalyst Capital Advisors first reported a position in Equifax in Q3 2014 and held it in 9 quarters.
Catalyst Capital Advisors's Equifax position peaked at $2.97M in Q2 2017.
896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.