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Colonial Trust’s Equifax EFX Stock Holding History

Colonial 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 		$5.01K Sell
32
-14
-30% -$2.39K ﹤0.01% 866
2026
Q1 		$8.23K Buy
46
+8
+21% +$1.59K ﹤0.01% 791
2025
Q4 		$8.3K Buy
38
+14
+58% +$3.07K ﹤0.01% 789
2025
Q3 		$6.22K Buy
24
+2
+9% +$503 ﹤0.01% 804
2025
Q2 		$5.73K Sell
22
-1
-4% -$254 ﹤0.01% 814
2025
Q1 		$5.62K Sell
23
-98
-81% -$24.6K ﹤0.01% 813
2024
Q4 		$30.9K Buy
121
+101
+505% +$27.1K ﹤0.01% 687
2024
Q3 		$5.83K Buy
+20
New +$5.64K ﹤0.01% 855

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

Colonial Trust's EFX Position: Q2 2026 in Review

Colonial Trust reduced its Equifax (EFX) stake by 30% in Q2 2026, selling an estimated $2.39K and leaving 32 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Colonial Trust first reported a position in EFX in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.9K in Q4 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Colonial Trust held 32 shares of Equifax worth $5.01K as of Q2 2026.
  • Colonial Trust sold 14 Equifax shares in Q2 2026, an estimated $2.39K.
  • Equifax made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #866 holding.
  • Colonial Trust first reported a position in Equifax in Q3 2024 and has held it in 8 quarters since.
  • Colonial Trust's Equifax position peaked at $30.9K in Q4 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.