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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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

GeoWealth Management's EFX Position: Q3 2025 in Review

GeoWealth Management sold out of Equifax (EFX) in Q3 2025, closing a stake of 103 shares — an estimated $26.7K sold.

GeoWealth Management first reported a position in EFX in Q4 2023 and held it in 6 quarters. The position peaked at $216K in Q4 2023. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • GeoWealth Management reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 103 Equifax shares in Q3 2025, an estimated $26.7K.
  • GeoWealth Management first reported a position in Equifax in Q4 2023 and held it in 6 quarters.
  • GeoWealth Management's Equifax position peaked at $216K in Q4 2023.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.