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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
Q2 		$27.6K Sell
174
-157
-47% -$26.8K ﹤0.01% 407
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Clearstead Trust's EFX Position: Q2 2026 in Review

Clearstead Trust reduced its Equifax (EFX) stake by 47% in Q2 2026, selling an estimated $26.8K and leaving 174 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Clearstead Trust first reported a position in EFX in Q4 2024 and has held it in 7 quarters since. The position peaked at $209K in Q1 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Clearstead Trust held 174 shares of Equifax worth $27.6K as of Q2 2026.
  • Clearstead Trust sold 157 Equifax shares in Q2 2026, an estimated $26.8K.
  • Equifax made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #407 holding.
  • Clearstead Trust first reported a position in Equifax in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Trust's Equifax position peaked at $209K in Q1 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.