Financial Management Professionals’s Equifax EFX Stock Holding History

Financial Management Professionals’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 Q4	–	Sell	-4	Closed	-$1.03K	–	988
2025 Q3	$1.03K	Buy	+4	New	+$1K	﹤0.01%	777
2024 Q1	–	Sell	-36	Closed	-$9K	–	972
2023 Q4	$9K	Hold	36	–	–	﹤0.01%	553
2023 Q3	$7K	Sell	36 -6	-14%	-$1.23K	﹤0.01%	550
2023 Q2	$10K	Buy	42 +20	+91%	+$4.21K	﹤0.01%	529
2023 Q1	$4K	Hold	22	–	–	﹤0.01%	707
2022 Q4	$4K	Hold	22	–	–	﹤0.01%	652
2022 Q3	$4K	Sell	22 -13	-37%	-$2.55K	﹤0.01%	623
2022 Q2	$6K	Buy	35 +13	+59%	+$2.6K	﹤0.01%	584
2022 Q1	$5K	Sell	22 -5	-19%	-$1.18K	﹤0.01%	626
2021 Q4	$8K	Buy	27 +5	+23%	+$1.39K	﹤0.01%	517
2021 Q3	$6K	Hold	22	–	–	﹤0.01%	556
2021 Q2	$5K	Hold	22	–	–	﹤0.01%	515
2021 Q1	$4K	Hold	22	–	–	﹤0.01%	501
2020 Q4	$4K	Hold	22	–	–	﹤0.01%	469
2020 Q3	$3K	Sell	22 -3	-12%	-$491	﹤0.01%	456
2020 Q2	$4K	Buy	+25	New	+$3.7K	﹤0.01%	413

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Financial Management Professionals's EFX Position: Q4 2025 in Review

Financial Management Professionals sold out of Equifax (EFX) in Q4 2025, closing a stake of 4 shares — an estimated $1.03K sold.

Financial Management Professionals first reported a position in EFX in Q2 2020 and held it in 16 quarters. The position peaked at $10K in Q2 2023. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Financial Management Professionals reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Financial Management Professionals sold 4 Equifax shares in Q4 2025, an estimated $1.03K.
Financial Management Professionals first reported a position in Equifax in Q2 2020 and held it in 16 quarters.
Financial Management Professionals's Equifax position peaked at $10K in Q2 2023.
896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.