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Halbert Hargrove Global Advisors’s Equifax EFX Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-8
Closed -$2.05K – 485
2025
Q3 		$2.05K Buy
+8
New +$2.01K ﹤0.01% 557

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State Street
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Halbert Hargrove Global Advisors's EFX Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Equifax (EFX) in Q4 2025, closing a stake of 8 shares — an estimated $2.05K sold.

Halbert Hargrove Global Advisors first reported a position in EFX in Q3 2025 and held it in 1 quarter. The position peaked at $2.05K in Q3 2025. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 8 Equifax shares in Q4 2025, an estimated $2.05K.
  • Halbert Hargrove Global Advisors first reported a position in Equifax in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Equifax position peaked at $2.05K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.