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Chesley Taft & Associates’s Equifax EFX Stock Holding History

Chesley Taft & Associates’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
-2,936
Closed -$753K – 374
2025
Q3 		$753K Buy
2,936
+215
+8% +$54K 0.03% 240
2025
Q2 		$706K Buy
2,721
+59
+2% +$15K 0.03% 233
2025
Q1 		$648K Buy
2,662
+1,217
+84% +$306K 0.03% 236
2024
Q4 		$368K Buy
+1,445
New +$387K 0.02% 274
2017
Q3 		– Sell
-9,510
Closed -$1.31M – 278
2017
Q2 		$1.31M Buy
9,510
+575
+6% +$78.9K 0.12% 147
2017
Q1 		$1.22M Sell
8,935
-585
-6% -$74.4K 0.12% 149
2016
Q4 		$1.13M Sell
9,520
-450
-5% -$55K 0.11% 152
2016
Q3 		$1.34M Buy
9,970
+3,335
+50% +$442K 0.14% 123
2016
Q2 		$852K Buy
+6,635
New +$804K 0.09% 163

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Chesley Taft & Associates's EFX Position: Q4 2025 in Review

Chesley Taft & Associates sold out of Equifax (EFX) in Q4 2025, closing a stake of 2,936 shares — an estimated $753K sold.

Chesley Taft & Associates first reported a position in EFX in Q2 2016 and held it in 9 quarters. The position peaked at $1.34M in Q3 2016. 894 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Chesley Taft & Associates reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Chesley Taft & Associates sold 2,936 Equifax shares in Q4 2025, an estimated $753K.
  • Chesley Taft & Associates first reported a position in Equifax in Q2 2016 and held it in 9 quarters.
  • Chesley Taft & Associates's Equifax position peaked at $1.34M in Q3 2016.
  • 894 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Chesley Taft & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.