D.J. St. Germain’s Equifax EFX Stock Holding History

D.J. St. Germain’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	-156	Closed	-$40K	–	939
2025 Q3	$40K	Hold	156	–	–	﹤0.01%	492
2025 Q2	$40.5K	Hold	156	–	–	﹤0.01%	491
2025 Q1	$38K	Buy	+156	New	+$39.2K	﹤0.01%	427

Other funds holding EFX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

D.J. St. Germain's EFX Position: Q4 2025 in Review

D.J. St. Germain sold out of Equifax (EFX) in Q4 2025, closing a stake of 156 shares — an estimated $40K sold.

D.J. St. Germain first reported a position in EFX in Q1 2025 and held it in 3 quarters. The position peaked at $40.5K in Q2 2025. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

D.J. St. Germain reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
D.J. St. Germain sold 156 Equifax shares in Q4 2025, an estimated $40K.
D.J. St. Germain first reported a position in Equifax in Q1 2025 and held it in 3 quarters.
D.J. St. Germain's Equifax position peaked at $40.5K in Q2 2025.
896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on D.J. St. Germain's 13F filing for Q4 2025, filed 29 Jan 2026.