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Financial Counselors Inc’s Equifax EFX Stock Holding History

Financial Counselors Inc’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
-2,762
Closed -$673K – 176
2025
Q1 		$673K Sell
2,762
-12
-0.4% -$3.02K 0.01% 378
2024
Q4 		$707K Sell
2,774
-96
-3% -$25.7K 0.01% 370
2024
Q3 		$843K Buy
2,870
+34
+1% +$9.59K 0.01% 364
2024
Q2 		$688K Sell
2,836
-10
-0.4% -$2.39K 0.01% 362
2024
Q1 		$761K Buy
2,846
+10
+0.4% +$2.54K 0.01% 357
2023
Q4 		$701K Sell
2,836
-12
-0.4% -$2.43K 0.01% 361
2023
Q3 		$522K Sell
2,848
-100
-3% -$20.4K 0.01% 387
2023
Q2 		$694K Sell
2,948
-15
-0.5% -$3.16K 0.01% 331
2023
Q1 		$601K Sell
2,963
-85
-3% -$17.7K 0.01% 347
2022
Q4 		$592K Sell
3,048
-307
-9% -$56.1K 0.01% 352
2022
Q3 		$575K Sell
3,355
-200
-6% -$39.2K 0.01% 340
2022
Q2 		$650K Hold
3,555
– – 0.02% 334
2022
Q1 		$843K Sell
3,555
-18
-0.5% -$4.24K 0.02% 319
2021
Q4 		$1.05M Sell
3,573
-265
-7% -$73.8K 0.02% 299
2021
Q3 		$973K Buy
3,838
+13
+0.3% +$3.38K 0.02% 312
2021
Q2 		$916K Hold
3,825
– – 0.02% 312
2021
Q1 		$693K Sell
3,825
-28
-0.7% -$4.95K 0.02% 333
2020
Q4 		$743K Sell
3,853
-12
-0.3% -$2.02K 0.02% 329
2020
Q3 		$606K Hold
3,865
– – 0.02% 328
2020
Q2 		$664K Hold
3,865
– – 0.02% 334
2020
Q1 		$462K Hold
3,865
– – 0.02% 318
2019
Q4 		$542K Hold
3,865
– – 0.02% 344
2019
Q3 		$544K Hold
3,865
– – 0.02% 332
2019
Q2 		$523K Hold
3,865
– – 0.02% 333
2019
Q1 		$458K Buy
3,865
+400
+12% +$42.7K 0.02% 342
2018
Q4 		$323K Sell
3,465
-213
-6% -$22.7K 0.02% 359
2018
Q3 		$480K Buy
3,678
+63
+2% +$8.21K 0.02% 338
2018
Q2 		$452K Buy
+3,615
New +$428K 0.02% 343

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

Financial Counselors Inc's EFX Position: Q2 2025 in Review

Financial Counselors Inc sold out of Equifax (EFX) in Q2 2025, closing a stake of 2,762 shares — an estimated $673K sold.

Financial Counselors Inc first reported a position in EFX in Q2 2018 and held it in 28 quarters. The position peaked at $1.05M in Q4 2021. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Financial Counselors Inc reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 2,762 Equifax shares in Q2 2025, an estimated $673K.
  • Financial Counselors Inc first reported a position in Equifax in Q2 2018 and held it in 28 quarters.
  • Financial Counselors Inc's Equifax position peaked at $1.05M in Q4 2021.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.