Fiduciary Trust’s Equifax EFX Stock Holding History

Fiduciary 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	$1.06M	Buy	5,867 +107	+2%	+$21.3K	0.01%	407
2025 Q4	$1.25M	Sell	5,760 -161	-3%	-$35.3K	0.01%	367
2025 Q3	$1.52M	Buy	5,921 +122	+2%	+$30.7K	0.02%	334
2025 Q2	$1.5M	Sell	5,799 -215	-4%	-$54.7K	0.02%	324
2025 Q1	$1.46M	Buy	6,014 +69	+1%	+$17.3K	0.02%	319
2024 Q4	$1.52M	Sell	5,945 -1	-0%	-$268	0.02%	289
2024 Q3	$1.75M	Hold	5,946	–	–	0.02%	279
2024 Q2	$1.44M	Hold	5,946	–	–	0.02%	286
2024 Q1	$1.59M	Hold	5,946	–	–	0.02%	277
2023 Q4	$1.47M	Hold	5,946	–	–	0.02%	280
2023 Q3	$1.09M	Hold	5,946	–	–	0.02%	307
2023 Q2	$1.4M	Buy	5,946 +1	+0%	+$210	0.02%	282
2023 Q1	$1.21M	Hold	5,945	–	–	0.02%	296
2022 Q4	$1.16M	Sell	5,945 -175	-3%	-$32K	0.02%	314
2022 Q3	$1.05M	Sell	6,120 -100	-2%	-$19.6K	0.02%	313
2022 Q2	$1.14M	Sell	6,220 -60	-1%	-$12K	0.02%	308
2022 Q1	$1.49M	Hold	6,280	–	–	0.03%	292
2021 Q4	$1.84M	Hold	6,280	–	–	0.03%	262
2021 Q3	$1.59M	Sell	6,280 -585	-9%	-$152K	0.03%	267
2021 Q2	$1.65M	Hold	6,865	–	–	0.03%	265
2021 Q1	$1.24M	Sell	6,865 -115	-2%	-$20.3K	0.03%	299
2020 Q4	$1.35M	Sell	6,980 -1	-0%	-$168	0.03%	280
2020 Q3	$1.09M	Sell	6,981 -952	-12%	-$156K	0.03%	277
2020 Q2	$1.36M	Sell	7,933 -449	-5%	-$66.5K	0.03%	248
2020 Q1	$1M	Hold	8,382	–	–	0.03%	262
2019 Q4	$1.18M	Sell	8,382 -796	-9%	-$110K	0.03%	263
2019 Q3	$1.29M	Hold	9,178	–	–	0.03%	241
2019 Q2	$1.24M	Sell	9,178 -419	-4%	-$52.5K	0.03%	238
2019 Q1	$1.14M	Sell	9,597 -2,643	-22%	-$282K	0.03%	241
2018 Q4	$1.14M	Sell	12,240 -616	-5%	-$65.6K	0.03%	219
2018 Q3	$1.68M	Sell	12,856 -608	-5%	-$79.2K	0.05%	209
2018 Q2	$1.68M	Sell	13,464 -1,166	-8%	-$138K	0.05%	208
2018 Q1	$1.72M	Sell	14,630 -1,012	-6%	-$122K	0.05%	205
2017 Q4	$1.84M	Sell	15,642 -2,266	-13%	-$255K	0.05%	201
2017 Q3	$1.9M	Sell	17,908 -16,985	-49%	-$2.25M	0.06%	198
2017 Q2	$4.79M	Sell	34,893 -4,399	-11%	-$604K	0.15%	121
2017 Q1	$5.37M	Sell	39,292 -2,394	-6%	-$305K	0.16%	113
2016 Q4	$4.93M	Sell	41,686 -3,587	-8%	-$438K	0.16%	117
2016 Q3	$6.09M	Sell	45,273 -1,009	-2%	-$134K	0.21%	97
2016 Q2	$5.94M	Sell	46,282 -1,611	-3%	-$195K	0.21%	101
2016 Q1	$5.47M	Sell	47,893 -137	-0.3%	-$14.4K	0.19%	106
2015 Q4	$5.35M	Sell	48,030 -4,455	-8%	-$481K	0.23%	97
2015 Q3	$5.1M	Sell	52,485 -191	-0.4%	-$19K	0.23%	94
2015 Q2	$5.11M	Buy	52,676 +308	+0.6%	+$30K	0.21%	105
2015 Q1	$4.87M	Buy	52,368 +3,349	+7%	+$297K	0.2%	105
2014 Q4	$3.96M	Sell	49,019 -459	-0.9%	-$35.5K	0.17%	115
2014 Q3	$3.7M	Buy	49,478 +87	+0.2%	+$6.63K	0.16%	115
2014 Q2	$3.58M	Sell	49,391 -1	-0%	-$70	0.15%	118
2014 Q1	$3.36M	Sell	49,392 -1,650	-3%	-$115K	0.15%	122
2013 Q4	$3.53M	Sell	51,042 -870	-2%	-$56.6K	0.16%	115
2013 Q3	$3.11M	Buy	51,912 +3,810	+8%	+$234K	0.14%	119
2013 Q2	$2.83M	Buy	+48,102	New	+$2.9M	0.13%	123

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fiduciary Trust's EFX Position: Q1 2026 in Review

Fiduciary Trust increased its Equifax (EFX) stake by 1.9% in Q1 2026, buying an estimated $21.3K and bringing the position to 5,867 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #407.

Fiduciary Trust first reported a position in EFX in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.09M in Q3 2016. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Fiduciary Trust held 5,867 shares of Equifax worth $1.06M as of Q1 2026.
Fiduciary Trust bought 107 Equifax shares in Q1 2026, an estimated $21.3K.
Equifax made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #407 holding.
Fiduciary Trust first reported a position in Equifax in Q2 2013 and has held it in 52 quarters since.
Fiduciary Trust's Equifax position peaked at $6.09M in Q3 2016.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.