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	–	973
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 $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital International Investors

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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