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Diversified Trust’s Equifax EFX Stock Holding History

Diversified Trust’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
Q2 		$319K Buy
+2,007
New +$342K 0.01% 895
2025
Q4 		– Sell
-823
Closed -$211K – 1057
2025
Q3 		$211K Buy
823
+22
+3% +$5.53K ﹤0.01% 919
2025
Q2 		$208K Buy
+801
New +$204K ﹤0.01% 865
2025
Q1 		– Sell
-801
Closed -$204K – 959
2024
Q4 		$204K Buy
801
+14
+2% +$3.75K 0.01% 849
2024
Q3 		$231K Buy
+787
New +$222K 0.01% 806
2024
Q2 		– Sell
-1,938
Closed -$518K – 898
2024
Q1 		$518K Sell
1,938
-2
-0.1% -$509 0.02% 502
2023
Q4 		$480K Buy
1,940
+97
+5% +$19.7K 0.02% 516
2023
Q3 		$338K Sell
1,843
-7
-0.4% -$1.43K 0.01% 579
2023
Q2 		$435K Buy
1,850
+17
+0.9% +$3.58K 0.02% 510
2023
Q1 		$372K Buy
1,833
+593
+48% +$123K 0.01% 557
2022
Q4 		$241K Buy
1,240
+5
+0.4% +$914 0.01% 667
2022
Q3 		$212K Buy
+1,235
New +$242K 0.01% 676

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Diversified Trust's EFX Position: Q2 2026 in Review

Diversified Trust opened a new position in Equifax (EFX) in Q2 2026: 2,007 shares worth $319K. The stake represents 0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Diversified Trust previously reported a position in EFX as recently as Q3 2025.

Diversified Trust first reported a position in EFX in Q3 2022 and has held it in 12 quarters since. The position peaked at $518K in Q1 2024. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Diversified Trust held 2,007 shares of Equifax worth $319K as of Q2 2026.
  • Equifax was a new Diversified Trust position in Q2 2026.
  • Equifax made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #895 holding.
  • Diversified Trust first reported a position in Equifax in Q3 2022 and has held it in 12 quarters since.
  • Diversified Trust's Equifax position peaked at $518K in Q1 2024.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.