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 Q2	–	Sell	-18,399	Closed	-$3.31M	–	470
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Equitable Trust's EFX Position: Q2 2026 in Review

Equitable Trust sold out of Equifax (EFX) in Q2 2026, closing a stake of 18,399 shares — an estimated $3.31M sold.

Equitable Trust first reported a position in EFX in Q4 2025 and held it in 2 quarters. The position peaked at $9.4M in Q4 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Equitable Trust reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Equitable Trust sold 18,399 Equifax shares in Q2 2026, an estimated $3.31M.
Equitable Trust first reported a position in Equifax in Q4 2025 and held it in 2 quarters.
Equitable Trust's Equifax position peaked at $9.4M in Q4 2025.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.