Cornerstone Planning Group’s Equifax EFX Stock Holding History

Cornerstone Planning Group’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	$10.7K	Buy	63 +45	+250%	+$8.94K	﹤0.01%	869
2025 Q4	$3.7K	Sell	18 -7	-28%	-$1.53K	﹤0.01%	1056
2025 Q3	$5.29K	Hold	25	–	–	﹤0.01%	933
2025 Q2	$6K	Buy	25 +9	+56%	+$2.29K	﹤0.01%	681
2025 Q1	$3.99K	Buy	16 +6	+60%	+$1.51K	﹤0.01%	795
2024 Q4	$2.75K	Sell	10 -2	-17%	-$536	﹤0.01%	708
2024 Q3	$3.22K	Buy	12 +2	+20%	+$564	﹤0.01%	665
2024 Q2	$2.79K	Buy	10 +8	+400%	+$1.91K	﹤0.01%	699
2024 Q1	$455	Hold	2	–	–	﹤0.01%	957
2023 Q4	$495	Hold	2	–	–	﹤0.01%	778
2023 Q3	$366	Buy	+2	New	+$408	﹤0.01%	946
2022 Q4	$14.4K	Buy	+66	New	+$12.1K	0.01%	533

Other funds holding EFX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return