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Clearstead Trust’s Equifax EFX Stock Holding History

Clearstead Trust’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
2026
Q1 		$59.6K Sell
331
-129
-28% -$25.6K 0.01% 296
2025
Q4 		$99.8K Sell
460
-345
-43% -$75.5K 0.02% 250
2025
Q3 		$206K Buy
805
+19
+2% +$4.78K 0.04% 178
2025
Q2 		$204K Sell
786
-71
-8% -$18.1K 0.04% 174
2025
Q1 		$209K Buy
857
+131
+18% +$32.9K 0.05% 148
2024
Q4 		$185K Buy
+726
New +$195K 0.04% 156

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Clearstead Trust's EFX Position: Q1 2026 in Review

Clearstead Trust reduced its Equifax (EFX) stake by 28% in Q1 2026, selling an estimated $25.6K and leaving 331 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #296.

Clearstead Trust first reported a position in EFX in Q4 2024 and has held it in 6 quarters since. The position peaked at $209K in Q1 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Clearstead Trust held 331 shares of Equifax worth $59.6K as of Q1 2026.
  • Clearstead Trust sold 129 Equifax shares in Q1 2026, an estimated $25.6K.
  • Equifax made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #296 holding.
  • Clearstead Trust first reported a position in Equifax in Q4 2024 and has held it in 6 quarters since.
  • Clearstead Trust's Equifax position peaked at $209K in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.