GFPC
EFX icon

Global Financial Private Client’s Equifax EFX Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-39
Closed -$9.5K – 624
2025
Q1 		$9.5K Buy
39
+4
+11% +$1K ﹤0.01% 584
2024
Q4 		$8.92K Buy
35
+3
+9% +$804 ﹤0.01% 569
2024
Q3 		$9.4K Buy
+32
New +$9.03K ﹤0.01% 566

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 $3.37T AUM 44.26% 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

Global Financial Private Client's EFX Position: Q2 2025 in Review

Global Financial Private Client sold out of Equifax (EFX) in Q2 2025, closing a stake of 39 shares — an estimated $9.5K sold.

Global Financial Private Client first reported a position in EFX in Q3 2024 and held it in 3 quarters. The position peaked at $9.5K in Q1 2025. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Global Financial Private Client reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 39 Equifax shares in Q2 2025, an estimated $9.5K.
  • Global Financial Private Client first reported a position in Equifax in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Equifax position peaked at $9.5K in Q1 2025.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.