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Greenleaf Trust’s Equifax EFX Stock Holding History

Greenleaf 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
Q2 		– Sell
-1,517
Closed -$273K – 881
2026
Q1 		$273K Buy
1,517
+49
+3% +$9.73K ﹤0.01% 682
2025
Q4 		$319K Sell
1,468
-452
-24% -$99K ﹤0.01% 633
2025
Q3 		$493K Buy
1,920
+186
+11% +$46.7K ﹤0.01% 504
2025
Q2 		$450K Buy
1,734
+9
+0.5% +$2.29K ﹤0.01% 516
2025
Q1 		$420K Buy
1,725
+23
+1% +$5.78K ﹤0.01% 542
2024
Q4 		$434K Buy
1,702
+37
+2% +$9.91K ﹤0.01% 543
2024
Q3 		$489K Buy
1,665
+48
+3% +$13.5K ﹤0.01% 521
2024
Q2 		$392K Buy
1,617
+69
+4% +$16.5K ﹤0.01% 536
2024
Q1 		$414K Buy
1,548
+41
+3% +$10.4K ﹤0.01% 523
2023
Q4 		$373K Buy
1,507
+61
+4% +$12.4K ﹤0.01% 541
2023
Q3 		$265K Sell
1,446
-41
-3% -$8.37K ﹤0.01% 620
2023
Q2 		$350K Buy
1,487
+59
+4% +$12.4K ﹤0.01% 550
2023
Q1 		$290K Buy
1,428
+100
+8% +$20.8K ﹤0.01% 615
2022
Q4 		$258K Sell
1,328
-138
-9% -$25.2K ﹤0.01% 634
2022
Q3 		$251K Buy
1,466
+324
+28% +$63.5K ﹤0.01% 597
2022
Q2 		$209K Sell
1,142
-149
-12% -$29.8K ﹤0.01% 665
2022
Q1 		$306K Buy
1,291
+16
+1% +$3.77K ﹤0.01% 585
2021
Q4 		$373K Buy
1,275
+58
+5% +$16.1K ﹤0.01% 525
2021
Q3 		$308K Buy
1,217
+127
+12% +$33K ﹤0.01% 571
2021
Q2 		$261K Buy
+1,090
New +$244K ﹤0.01% 625
2018
Q1 		– Sell
-100
Closed -$12K – 572
2017
Q4 		$12K Hold
100
– – ﹤0.01% 647
2017
Q3 		$11K Buy
+100
New +$13.2K ﹤0.01% 647

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Greenleaf Trust's EFX Position: Q2 2026 in Review

Greenleaf Trust sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,517 shares — an estimated $273K sold.

Greenleaf Trust first reported a position in EFX in Q3 2017 and held it in 22 quarters. The position peaked at $493K in Q3 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Greenleaf Trust reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Greenleaf Trust sold 1,517 Equifax shares in Q2 2026, an estimated $273K.
  • Greenleaf Trust first reported a position in Equifax in Q3 2017 and held it in 22 quarters.
  • Greenleaf Trust's Equifax position peaked at $493K in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.