ELI
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Empire Life Investments’s Equifax EFX Stock Holding History

Empire Life Investments’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
Q3 		– Sell
-4,618
Closed -$1.2M – 109
2025
Q2 		$1.2M Sell
4,618
-2,271
-33% -$578K 0.08% 98
2025
Q1 		$1.68M Buy
+6,889
New +$1.73M 0.11% 93

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Empire Life Investments's EFX Position: Q3 2025 in Review

Empire Life Investments sold out of Equifax (EFX) in Q3 2025, closing a stake of 4,618 shares — an estimated $1.2M sold.

Empire Life Investments first reported a position in EFX in Q1 2025 and held it in 2 quarters. The position peaked at $1.68M in Q1 2025. 855 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Empire Life Investments reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • Empire Life Investments sold 4,618 Equifax shares in Q3 2025, an estimated $1.2M.
  • Empire Life Investments first reported a position in Equifax in Q1 2025 and held it in 2 quarters.
  • Empire Life Investments's Equifax position peaked at $1.68M in Q1 2025.
  • 855 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Empire Life Investments's 13F filing for Q3 2025, filed 12 Nov 2025.