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GeoWealth Management’s Equifax EFX Stock Holding History

GeoWealth 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 		– Sell
-103
Closed -$26.7K – 887
2025
Q2 		$26.7K Buy
+103
New +$26.2K ﹤0.01% 1031
2025
Q1 		– Sell
-230
Closed -$58.6K – 1263
2024
Q4 		$58.6K Sell
230
-138
-38% -$37K ﹤0.01% 1113
2024
Q3 		$108K Sell
368
-187
-34% -$52.7K ﹤0.01% 877
2024
Q2 		$135K Sell
555
-8
-1% -$1.91K 0.01% 753
2024
Q1 		$151K Sell
563
-310
-36% -$78.9K 0.01% 734
2023
Q4 		$216K Buy
+873
New +$177K 0.02% 486

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 $5.7T 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 $74.9B 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