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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
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 $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

Colonial Trust's EFX Position: Q1 2026 in Review

Colonial Trust increased its Equifax (EFX) stake by 21% in Q1 2026, buying an estimated $1.59K and bringing the position to 46 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Colonial Trust first reported a position in EFX in Q3 2024 and has held it in 7 quarters since. The position peaked at $30.9K in Q4 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Colonial Trust held 46 shares of Equifax worth $8.23K as of Q1 2026.
  • Colonial Trust bought 8 Equifax shares in Q1 2026, an estimated $1.59K.
  • Equifax made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #791 holding.
  • Colonial Trust first reported a position in Equifax in Q3 2024 and has held it in 7 quarters since.
  • Colonial Trust's Equifax position peaked at $30.9K in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.