GenTrust’s Equifax EFX Stock Holding History

GenTrust’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 Q2	–	Sell	-1,486	Closed	-$268K	–	232
2026 Q1	$268K	Buy	+1,486	New	+$295K	0.01%	226

Other funds holding EFX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 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

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

GenTrust's EFX Position: Q2 2026 in Review

GenTrust sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,486 shares — an estimated $268K sold.

GenTrust first reported a position in EFX in Q1 2026 and held it in 1 quarter. The position peaked at $268K in Q1 2026. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

GenTrust reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
GenTrust sold 1,486 Equifax shares in Q2 2026, an estimated $268K.
GenTrust first reported a position in Equifax in Q1 2026 and held it in 1 quarter.
GenTrust's Equifax position peaked at $268K in Q1 2026.
832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.