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ESL Trust Services’s Equifax EFX Stock Holding History

ESL Trust Services’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
-24
Closed -$5.84K – 242
2025
Q1 		$5.84K Hold
24
– – ﹤0.01% 232
2024
Q4 		$6.12K Hold
24
– – ﹤0.01% 247
2024
Q3 		$7.05K Hold
24
– – ﹤0.01% 133
2024
Q2 		$5.82K Buy
+24
New +$5.73K ﹤0.01% 157

Other funds holding EFX

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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 $3.38T AUM 44.17% 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

ESL Trust Services's EFX Position: Q2 2025 in Review

ESL Trust Services sold out of Equifax (EFX) in Q2 2025, closing a stake of 24 shares — an estimated $5.84K sold.

ESL Trust Services first reported a position in EFX in Q2 2024 and held it in 4 quarters. The position peaked at $7.05K in Q3 2024. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • ESL Trust Services reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • ESL Trust Services sold 24 Equifax shares in Q2 2025, an estimated $5.84K.
  • ESL Trust Services first reported a position in Equifax in Q2 2024 and held it in 4 quarters.
  • ESL Trust Services's Equifax position peaked at $7.05K in Q3 2024.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on ESL Trust Services's 13F filing for Q2 2025, filed 13 Aug 2025.