EI
EFX icon

Ellevest Inc’s Equifax EFX Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-846
Closed -$206K – 403
2025
Q1 		$206K Sell
846
-59
-7% -$14.8K 0.01% 371
2024
Q4 		$231K Sell
905
-25
-3% -$6.7K 0.01% 365
2024
Q3 		$273K Sell
930
-20
-2% -$5.64K 0.02% 346
2024
Q2 		$230K Sell
950
-1,081
-53% -$258K 0.01% 362
2024
Q1 		$543K Buy
2,031
+167
+9% +$42.5K 0.03% 183
2023
Q4 		$461K Buy
+1,864
New +$378K 0.03% 203
2023
Q2 		– Sell
-1,043
Closed -$212K – 715
2023
Q1 		$212K Sell
1,043
-523
-33% -$109K 0.02% 311
2022
Q4 		$304K Buy
1,566
+827
+112% +$151K 0.03% 225
2022
Q3 		$127K Sell
739
-149
-17% -$29.2K 0.01% 371
2022
Q2 		$162K Sell
888
-414
-32% -$82.9K 0.02% 319
2022
Q1 		$309K Buy
1,302
+324
+33% +$76.3K 0.03% 229
2021
Q4 		$286K Buy
978
+203
+26% +$56.5K 0.03% 224
2021
Q3 		$196K Buy
775
+117
+18% +$30.4K 0.02% 280
2021
Q2 		$158K Buy
658
+579
+733% +$129K 0.02% 302
2021
Q1 		$14K Buy
79
+11
+16% +$1.94K ﹤0.01% 727
2020
Q4 		$13K Buy
68
+59
+656% +$9.92K ﹤0.01% 697
2020
Q3 		$1K Buy
+9
New +$1.47K ﹤0.01% 993
2020
Q1 		– Sell
-2
Closed – – 1137
2019
Q4 		$0 Hold
2
– – ﹤0.01% 981
2019
Q3 		$0 Buy
+2
New +$282 ﹤0.01% 531

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ellevest Inc's EFX Position: Q2 2025 in Review

Ellevest Inc sold out of Equifax (EFX) in Q2 2025, closing a stake of 846 shares — an estimated $206K sold.

Ellevest Inc first reported a position in EFX in Q3 2019 and held it in 19 quarters. The position peaked at $543K in Q1 2024. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Ellevest Inc reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 846 Equifax shares in Q2 2025, an estimated $206K.
  • Ellevest Inc first reported a position in Equifax in Q3 2019 and held it in 19 quarters.
  • Ellevest Inc's Equifax position peaked at $543K in Q1 2024.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.