FUBT
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First United Bank & Trust’s Equifax EFX Stock Holding History

First United Bank & 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 		– Sell
-8
Closed -$1.74K – 403
2025
Q4 		$1.74K Hold
8
– – ﹤0.01% 380
2025
Q3 		$2.05K Hold
8
– – ﹤0.01% 406
2025
Q2 		$2.08K Hold
8
– – ﹤0.01% 372
2025
Q1 		$1.95K Buy
+8
New +$2.01K ﹤0.01% 385

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

First United Bank & Trust's EFX Position: Q1 2026 in Review

First United Bank & Trust sold out of Equifax (EFX) in Q1 2026, closing a stake of 8 shares — an estimated $1.74K sold.

First United Bank & Trust first reported a position in EFX in Q1 2025 and held it in 4 quarters. The position peaked at $2.08K in Q2 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • First United Bank & Trust reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
  • First United Bank & Trust sold 8 Equifax shares in Q1 2026, an estimated $1.74K.
  • First United Bank & Trust first reported a position in Equifax in Q1 2025 and held it in 4 quarters.
  • First United Bank & Trust's Equifax position peaked at $2.08K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on First United Bank & Trust's 13F filing for Q1 2026, filed 21 Apr 2026.