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FSA Wealth Management’s Equifax EFX Stock Holding History

FSA Wealth Management’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
Q3 		$6.93K Hold
27
– – ﹤0.01% 350
2025
Q2 		$7K Hold
27
– – ﹤0.01% 342
2025
Q1 		$6.58K Hold
27
– – ﹤0.01% 326
2024
Q4 		$6.88K Hold
27
– – ﹤0.01% 344
2024
Q3 		$7.93K Buy
+27
New +$7.62K ﹤0.01% 339
2024
Q1 		$7.22K Hold
27
– – ﹤0.01% 380
2023
Q4 		$7K Buy
+27
New +$5.48K ﹤0.01% 366

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

FSA Wealth Management's EFX Position: Q3 2025 in Review

FSA Wealth Management held its Equifax (EFX) position steady in Q3 2025 at 27 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

FSA Wealth Management first reported a position in EFX in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.93K in Q3 2024. 855 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • FSA Wealth Management held 27 shares of Equifax worth $6.93K as of Q3 2025.
  • FSA Wealth Management left its Equifax share count unchanged in Q3 2025.
  • Equifax made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #350 holding.
  • FSA Wealth Management first reported a position in Equifax in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Equifax position peaked at $7.93K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.