CIBC Private Wealth Group
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CIBC Private Wealth Group’s Equifax EFX Stock Holding History

CIBC Private Wealth Group’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 		$196K Sell
903
-3,550
-80% -$777K ﹤0.01% 1202
2025
Q3 		$1.14M Buy
4,453
+1,698
+62% +$427K ﹤0.01% 671
2025
Q2 		$715K Sell
2,755
-37
-1% -$9.41K ﹤0.01% 743
2025
Q1 		$574K Sell
2,792
-2,830
-50% -$711K ﹤0.01% 771
2024
Q4 		$1.39M Sell
5,622
-88,219
-94% -$23.6M ﹤0.01% 635
2024
Q3 		$27.6M Buy
93,841
+89,258
+1,948% +$25.2M 0.05% 243
2024
Q2 		$1.11M Sell
4,583
-63
-1% -$15K ﹤0.01% 646
2024
Q1 		$1.21M Sell
4,646
-1,455
-24% -$370K ﹤0.01% 624
2023
Q4 		$1.51M Buy
6,101
+301
+5% +$61.1K ﹤0.01% 556
2023
Q3 		$1.06M Buy
5,800
+123
+2% +$25.1K ﹤0.01% 595
2023
Q2 		$1.34M Hold
5,677
– – ﹤0.01% 550
2023
Q1 		$1.15M Hold
5,677
– – ﹤0.01% 588
2022
Q4 		$1.1M Sell
5,677
-1
-0% -$183 ﹤0.01% 514
2022
Q3 		$973K Sell
5,678
-3
-0.1% -$588 ﹤0.01% 596
2022
Q2 		$1.04M Buy
5,681
+5,501
+3,056% +$1.1M ﹤0.01% 592
2022
Q1 		$43K Buy
+180
New +$42.4K ﹤0.01% 1049
2018
Q3 		– Sell
-57
Closed -$7K – 1164
2018
Q2 		$7K Buy
57
+45
+375% +$5.33K ﹤0.01% 1644
2018
Q1 		$1K Hold
12
– – ﹤0.01% 1850
2017
Q4 		$1K Buy
+12
New +$1.35K ﹤0.01% 1860
2017
Q3 		– Sell
-13,336
Closed -$1.83M – 930
2017
Q2 		$1.83M Buy
+13,336
New +$1.83M 0.01% 395
2015
Q1 		– Sell
-10,144
Closed -$820K – 615
2014
Q4 		$820K Hold
10,144
– – 0.01% 486
2014
Q3 		$758K Buy
+10,144
New +$772K 0.01% 488

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

CIBC Private Wealth Group's EFX Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Equifax (EFX) stake by 80% in Q4 2025, selling an estimated $777K and leaving 903 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

CIBC Private Wealth Group first reported a position in EFX in Q3 2014 and has held it in 22 quarters since. The position peaked at $27.6M in Q3 2024. 894 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • CIBC Private Wealth Group held 903 shares of Equifax worth $196K as of Q4 2025.
  • CIBC Private Wealth Group sold 3,550 Equifax shares in Q4 2025, an estimated $777K.
  • Equifax made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1202 holding.
  • CIBC Private Wealth Group first reported a position in Equifax in Q3 2014 and has held it in 22 quarters since.
  • CIBC Private Wealth Group's Equifax position peaked at $27.6M in Q3 2024.
  • 894 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.