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Compass Wealth Management’s Equifax EFX Stock Holding History

Compass Wealth Management’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
Q2 		– Sell
-200
Closed -$48.7K – 220
2025
Q1 		$48.7K Hold
200
– – 0.01% 247
2024
Q4 		$51K Hold
200
– – 0.01% 240
2024
Q3 		$58.8K Hold
200
– – 0.01% 237
2024
Q2 		$48.5K Hold
200
– – 0.01% 248
2024
Q1 		$53.5K Sell
200
-75
-27% -$19.1K 0.01% 244
2023
Q4 		$68K Hold
275
– – 0.02% 220
2023
Q3 		$50.4K Hold
275
– – 0.02% 237
2023
Q2 		$64.7K Hold
275
– – 0.02% 221
2023
Q1 		$55.8K Hold
275
– – 0.02% 230
2022
Q4 		$53.4K Buy
+275
New +$50.3K 0.02% 225

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Compass Wealth Management's EFX Position: Q2 2025 in Review

Compass Wealth Management sold out of Equifax (EFX) in Q2 2025, closing a stake of 200 shares — an estimated $48.7K sold.

Compass Wealth Management first reported a position in EFX in Q4 2022 and held it in 10 quarters. The position peaked at $68K in Q4 2023. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Compass Wealth Management reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 200 Equifax shares in Q2 2025, an estimated $48.7K.
  • Compass Wealth Management first reported a position in Equifax in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Equifax position peaked at $68K in Q4 2023.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.