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Clarius Group LLC’s Equifax EFX Stock Holding History

Clarius Group LLC’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
Q3 		– Sell
-810
Closed -$210K – 419
2025
Q2 		$210K Sell
810
-47
-5% -$12K 0.01% 443
2025
Q1 		$209K Buy
857
+11
+1% +$2.77K 0.01% 451
2024
Q4 		$216K Hold
846
– – 0.01% 412
2024
Q3 		$248K Sell
846
-45
-5% -$12.7K 0.02% 370
2024
Q2 		$216K Sell
891
-29
-3% -$6.92K 0.02% 396
2024
Q1 		$246K Sell
920
-85
-8% -$21.6K 0.02% 398
2023
Q4 		$249K Sell
1,005
-121
-11% -$24.5K 0.02% 402
2023
Q3 		$206K Sell
1,126
-286
-20% -$58.4K 0.02% 437
2023
Q2 		$332K Buy
1,412
+5
+0.4% +$1.05K 0.03% 359
2023
Q1 		$285K Sell
1,407
-19
-1% -$3.96K 0.02% 400
2022
Q4 		$277K Buy
1,426
+62
+5% +$11.3K 0.02% 399
2022
Q3 		$234K Buy
1,364
+245
+22% +$48K 0.02% 410
2022
Q2 		$205K Buy
1,119
+65
+6% +$13K 0.02% 435
2022
Q1 		$309K Hold
1,054
– – 0.02% 350
2021
Q4 		$309K Buy
1,054
+66
+7% +$18.4K 0.02% 350
2021
Q3 		$250K Buy
988
+36
+4% +$9.36K 0.02% 358
2021
Q2 		$228K Buy
+952
New +$213K 0.02% 368

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Clarius Group LLC's EFX Position: Q3 2025 in Review

Clarius Group LLC sold out of Equifax (EFX) in Q3 2025, closing a stake of 810 shares — an estimated $210K sold.

Clarius Group LLC first reported a position in EFX in Q2 2021 and held it in 17 quarters. The position peaked at $332K in Q2 2023. 856 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Clarius Group LLC reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 810 Equifax shares in Q3 2025, an estimated $210K.
  • Clarius Group LLC first reported a position in Equifax in Q2 2021 and held it in 17 quarters.
  • Clarius Group LLC's Equifax position peaked at $332K in Q2 2023.
  • 856 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.