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CBIZ Investment Advisory Services’s Equifax EFX Stock Holding History

CBIZ Investment Advisory Services’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
-5
Closed -$1.28K – 782
2025
Q3 		$1.28K Sell
5
-5
-50% -$1.26K ﹤0.01% 599
2025
Q2 		$2.59K Hold
10
– – ﹤0.01% 515
2025
Q1 		$2.44K Buy
10
+2
+25% +$503 ﹤0.01% 458
2024
Q4 		$2.04K Buy
+8
New +$2.14K ﹤0.01% 376

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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CBIZ Investment Advisory Services's EFX Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of Equifax (EFX) in Q4 2025, closing a stake of 5 shares — an estimated $1.28K sold.

CBIZ Investment Advisory Services first reported a position in EFX in Q4 2024 and held it in 4 quarters. The position peaked at $2.59K in Q2 2025. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 5 Equifax shares in Q4 2025, an estimated $1.28K.
  • CBIZ Investment Advisory Services first reported a position in Equifax in Q4 2024 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Equifax position peaked at $2.59K in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.