Glenview Trust’s Equifax EFX Stock Holding History

Glenview 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	-1,050	Closed	-$228K	–	508
2025 Q4	$228K	Buy	1,050 +14	+1%	+$3.07K	﹤0.01%	462
2025 Q3	$266K	Sell	1,036 -2	-0.2%	-$503	﹤0.01%	447
2025 Q2	$269K	Buy	1,038 +2	+0.2%	+$509	﹤0.01%	446
2025 Q1	$252K	Sell	1,036 -8	-0.8%	-$2.01K	﹤0.01%	434
2024 Q4	$266K	Buy	1,044 +8	+0.8%	+$2.14K	0.01%	433
2024 Q3	$304K	Buy	1,036 +31	+3%	+$8.74K	0.01%	409
2024 Q2	$244K	Hold	1,005	–	–	﹤0.01%	425
2024 Q1	$269K	Hold	1,005	–	–	0.01%	415
2023 Q4	$249K	Buy	+1,005	New	+$204K	0.01%	426
2023 Q3	–	Sell	-1,005	Closed	-$236K	–	452
2023 Q2	$236K	Buy	1,005 +5	+0.5%	+$1.05K	0.01%	423
2023 Q1	$203K	Buy	+1,000	New	+$208K	0.01%	435
2022 Q2	–	Sell	-1,000	Closed	-$237K	–	412
2022 Q1	$237K	Hold	1,000	–	–	0.01%	391
2021 Q4	$293K	Hold	1,000	–	–	0.01%	367
2021 Q3	$253K	Hold	1,000	–	–	0.01%	363
2021 Q2	$240K	Buy	+1,000	New	+$223K	0.01%	375

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Glenview Trust's EFX Position: Q1 2026 in Review

Glenview Trust sold out of Equifax (EFX) in Q1 2026, closing a stake of 1,050 shares — an estimated $228K sold.

Glenview Trust first reported a position in EFX in Q2 2021 and held it in 15 quarters. The position peaked at $304K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Glenview Trust reported no remaining Equifax position as of Q1 2026 after selling out during the quarter.
Glenview Trust sold 1,050 Equifax shares in Q1 2026, an estimated $228K.
Glenview Trust first reported a position in Equifax in Q2 2021 and held it in 15 quarters.
Glenview Trust's Equifax position peaked at $304K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.