CFGS
EFX icon

Concourse Financial Group Securities’s Equifax EFX Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-97
Closed -$26.4K – 579
2024
Q4 		$26.4K Buy
97
+49
+102% +$13.1K ﹤0.01% 1461
2024
Q3 		$14.1K Sell
48
-20
-29% -$5.64K ﹤0.01% 1600
2024
Q2 		$16.5K Sell
68
-2
-3% -$477 ﹤0.01% 1558
2024
Q1 		$18.7K Hold
70
– – ﹤0.01% 1526
2023
Q4 		$17.3K Buy
70
+5
+8% +$1.01K ﹤0.01% 1532
2023
Q3 		$11.9K Buy
65
+1
+2% +$204 ﹤0.01% 1595
2023
Q2 		$15.1K Buy
64
+1
+2% +$210 ﹤0.01% 1539
2023
Q1 		$12.8K Buy
63
+38
+152% +$7.91K ﹤0.01% 1595
2022
Q4 		$4.86K Sell
25
-25
-50% -$4.57K ﹤0.01% 1859
2022
Q3 		$9K Buy
50
+40
+400% +$7.84K ﹤0.01% 1502
2022
Q2 		$2K Sell
10
-78
-89% -$15.6K ﹤0.01% 2016
2022
Q1 		$21K Buy
88
+3
+4% +$707 ﹤0.01% 1464
2021
Q4 		$25K Hold
85
– – ﹤0.01% 1554
2021
Q3 		$22K Hold
85
– – ﹤0.01% 1627
2021
Q2 		$20K Hold
85
– – ﹤0.01% 1646
2021
Q1 		$15K Hold
85
– – ﹤0.01% 1644
2020
Q4 		$16K Hold
85
– – ﹤0.01% 1538
2020
Q3 		$13K Hold
85
– – ﹤0.01% 1483
2020
Q2 		$15K Sell
85
-17
-17% -$2.52K ﹤0.01% 1389
2020
Q1 		$12K Sell
102
-30
-23% -$4.36K ﹤0.01% 1394
2019
Q4 		$18K Hold
132
– – ﹤0.01% 1280
2019
Q3 		$19K Hold
132
– – ﹤0.01% 974
2019
Q2 		$18K Hold
132
– – ﹤0.01% 1282
2019
Q1 		$15K Buy
132
+29
+28% +$3.1K ﹤0.01% 1365
2018
Q4 		$9K Hold
103
– – ﹤0.01% 1449
2018
Q3 		$13K Buy
+103
New +$13.4K ﹤0.01% 1002

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's EFX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Equifax (EFX) in Q1 2025, closing a stake of 97 shares — an estimated $26.4K sold.

Concourse Financial Group Securities first reported a position in EFX in Q3 2018 and held it in 26 quarters. The position peaked at $26.4K in Q4 2024. 811 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 97 Equifax shares in Q1 2025, an estimated $26.4K.
  • Concourse Financial Group Securities first reported a position in Equifax in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Equifax position peaked at $26.4K in Q4 2024.
  • 811 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.