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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Greenleaf Trust's EFX Position: Q1 2026 in Review

Greenleaf Trust increased its Equifax (EFX) stake by 3.3% in Q1 2026, buying an estimated $9.73K and bringing the position to 1,517 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Greenleaf Trust first reported a position in EFX in Q3 2017 and has held it in 22 quarters since. The position peaked at $493K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Greenleaf Trust held 1,517 shares of Equifax worth $273K as of Q1 2026.
  • Greenleaf Trust bought 49 Equifax shares in Q1 2026, an estimated $9.73K.
  • Equifax made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #682 holding.
  • Greenleaf Trust first reported a position in Equifax in Q3 2017 and has held it in 22 quarters since.
  • Greenleaf Trust's Equifax position peaked at $493K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.