ECM
EFX icon

Exchange Capital Management’s Equifax EFX Stock Holding History

Exchange Capital Management’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 		$2.04M Sell
7,857
-74
-0.9% -$18.8K 0.3% 88
2025
Q1 		$1.93M Buy
7,931
+1,416
+22% +$356K 0.31% 89
2024
Q4 		$1.66M Buy
6,515
+212
+3% +$56.8K 0.26% 95
2024
Q3 		$1.85M Sell
6,303
-215
-3% -$60.6K 0.29% 95
2024
Q2 		$1.58M Sell
6,518
-52
-0.8% -$12.4K 0.26% 102
2024
Q1 		$1.76M Sell
6,570
-18
-0.3% -$4.58K 0.29% 94
2023
Q4 		$1.63M Buy
6,588
+1,825
+38% +$370K 0.29% 90
2023
Q3 		$872K Sell
4,763
-45
-0.9% -$9.19K 0.16% 118
2023
Q2 		$1.13M Buy
4,808
+83
+2% +$17.5K 0.21% 103
2023
Q1 		$958K Buy
4,725
+1,181
+33% +$246K 0.19% 109
2022
Q4 		$689K Sell
3,544
-50
-1% -$9.14K 0.15% 119
2022
Q3 		$616K Hold
3,594
– – 0.14% 123
2022
Q2 		$657K Buy
3,594
+577
+19% +$115K 0.14% 125
2022
Q1 		$715K Buy
3,017
+1,081
+56% +$255K 0.13% 128
2021
Q4 		$567K Buy
1,936
+96
+5% +$26.7K 0.1% 135
2021
Q3 		$466K Buy
+1,840
New +$478K 0.09% 139
2015
Q1 		– Sell
-29
Closed -$2K – 156
2014
Q4 		$2K Buy
+29
New +$2.24K ﹤0.01% 280

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

Exchange Capital Management's EFX Position: Q2 2025 in Review

Exchange Capital Management reduced its Equifax (EFX) stake by 0.93% in Q2 2025, selling an estimated $18.8K and leaving 7,857 shares worth $2.04M. The position accounts for 0.3% of the portfolio, ranked #88.

Exchange Capital Management first reported a position in EFX in Q4 2014 and has held it in 17 quarters since. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Exchange Capital Management held 7,857 shares of Equifax worth $2.04M as of Q2 2025.
  • Exchange Capital Management sold 74 Equifax shares in Q2 2025, an estimated $18.8K.
  • Equifax made up 0.3% of Exchange Capital Management's portfolio in Q2 2025, its #88 holding.
  • Exchange Capital Management first reported a position in Equifax in Q4 2014 and has held it in 17 quarters since.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.