Coston McIsaac & Partners’s Equifax EFX Stock Holding History

Coston McIsaac & Partners’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 Q4	–	Sell	-10	Closed	-$2K	–	848
2025 Q3	$2K	Hold	10	–	–	﹤0.01%	711
2025 Q2	$2K	Hold	10	–	–	﹤0.01%	688
2025 Q1	$2K	Hold	10	–	–	﹤0.01%	673
2024 Q4	$2K	Hold	10	–	–	﹤0.01%	674
2024 Q3	$2	Hold	10	–	–	﹤0.01%	684
2024 Q2	$2K	Hold	10	–	–	﹤0.01%	655
2024 Q1	$2K	Hold	10	–	–	﹤0.01%	646
2023 Q4	$2K	Hold	10	–	–	﹤0.01%	646
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	680
2023 Q2	$2K	Hold	10	–	–	﹤0.01%	684
2023 Q1	$2K	Hold	10	–	–	﹤0.01%	681
2022 Q4	$1	Hold	10	–	–	﹤0.01%	720
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	639
2022 Q2	$2K	Buy	+10	New	+$2K	﹤0.01%	419

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Coston McIsaac & Partners's EFX Position: Q4 2025 in Review

Coston McIsaac & Partners sold out of Equifax (EFX) in Q4 2025, closing a stake of 10 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in EFX in Q2 2022 and held it in 14 quarters. The position peaked at $2K in Q3 2025. 894 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Coston McIsaac & Partners reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Coston McIsaac & Partners sold 10 Equifax shares in Q4 2025, an estimated $2K.
Coston McIsaac & Partners first reported a position in Equifax in Q2 2022 and held it in 14 quarters.
Coston McIsaac & Partners's Equifax position peaked at $2K in Q3 2025.
894 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Coston McIsaac & Partners's 13F filing for Q4 2025, filed 3 Feb 2026.