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Equitable Trust’s Equifax EFX Stock Holding History

Equitable 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
Q1 		$3.31M Sell
18,399
-24,931
-58% -$4.95M 0.15% 116
2025
Q4 		$9.4M Buy
+43,330
New +$9.49M 0.42% 49

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Equitable Trust's EFX Position: Q1 2026 in Review

Equitable Trust reduced its Equifax (EFX) stake by 58% in Q1 2026, selling an estimated $4.95M and leaving 18,399 shares worth $3.31M. The position accounts for 0.15% of the portfolio, ranked #116.

Equitable Trust first reported a position in EFX in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.4M in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Equitable Trust held 18,399 shares of Equifax worth $3.31M as of Q1 2026.
  • Equitable Trust sold 24,931 Equifax shares in Q1 2026, an estimated $4.95M.
  • Equifax made up 0.15% of Equitable Trust's portfolio in Q1 2026, its #116 holding.
  • Equitable Trust first reported a position in Equifax in Q4 2025 and has held it in 2 quarters since.
  • Equitable Trust's Equifax position peaked at $9.4M in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.