GRP
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Global Retirement Partners’s Equifax EFX Stock Holding History

Global Retirement Partners’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
Q4 		$115K Buy
528
+48
+10% +$10.5K ﹤0.01% 1830
2025
Q3 		$123K Buy
480
+29
+6% +$7.29K ﹤0.01% 1428
2025
Q2 		$117K Buy
+451
New +$115K ﹤0.01% 1355
2024
Q4 		$105K Sell
411
-21
-5% -$5.63K ﹤0.01% 1248
2024
Q3 		$127K Buy
432
+10
+2% +$2.82K ﹤0.01% 1116
2024
Q2 		$102K Buy
422
+302
+252% +$72K ﹤0.01% 1186
2024
Q1 		$32K Sell
120
-384
-76% -$97.7K ﹤0.01% 1608
2023
Q4 		$124K Buy
504
+412
+448% +$83.6K 0.01% 941
2023
Q3 		$16.5K Sell
92
-8
-8% -$1.63K ﹤0.01% 1728
2023
Q2 		$23.6K Sell
100
-4
-4% -$842 ﹤0.01% 1607
2023
Q1 		$20.9K Buy
104
+4
+4% +$833 ﹤0.01% 1621
2022
Q4 		$19.5K Buy
100
+13
+15% +$2.38K ﹤0.01% 1492
2022
Q3 		$15K Sell
87
-3
-3% -$588 ﹤0.01% 1510
2022
Q2 		$16K Buy
90
+15
+20% +$3K ﹤0.01% 1438
2022
Q1 		$14K Buy
+75
New +$17.7K ﹤0.01% 1483
2021
Q4 		– Sell
-56
Closed -$14K – 634
2021
Q3 		$14K Sell
56
-8
-13% -$2.08K ﹤0.01% 1310
2021
Q2 		$15K Buy
64
+17
+36% +$3.8K ﹤0.01% 1271
2021
Q1 		$9K Hold
47
– – ﹤0.01% 1315
2020
Q4 		$9K Hold
47
– – ﹤0.01% 1285
2020
Q3 		$7K Hold
47
– – ﹤0.01% 1230
2020
Q2 		$8K Hold
47
– – ﹤0.01% 1164
2020
Q1 		$6K Hold
47
– – ﹤0.01% 1163
2019
Q4 		$7K Buy
+47
New +$6.51K ﹤0.01% 1234
2018
Q1 		– Sell
-32
Closed -$4K – 1489
2017
Q4 		$4K Buy
+32
New +$3.6K ﹤0.01% 1152

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Global Retirement Partners's EFX Position: Q4 2025 in Review

Global Retirement Partners increased its Equifax (EFX) stake by 10% in Q4 2025, buying an estimated $10.5K and bringing the position to 528 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Global Retirement Partners first reported a position in EFX in Q4 2017 and has held it in 24 quarters since. The position peaked at $127K in Q3 2024. 893 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Global Retirement Partners held 528 shares of Equifax worth $115K as of Q4 2025.
  • Global Retirement Partners bought 48 Equifax shares in Q4 2025, an estimated $10.5K.
  • Equifax made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1830 holding.
  • Global Retirement Partners first reported a position in Equifax in Q4 2017 and has held it in 24 quarters since.
  • Global Retirement Partners's Equifax position peaked at $127K in Q3 2024.
  • 893 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.