Icon Wealth Advisors’s Equifax EFX Stock Holding History

Icon Wealth 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	-390	Closed	-$100K	–	438
2025 Q3	$100K	Sell	390 -1	-0.3%	-$251	0.01%	515
2025 Q2	$101K	Buy	+391	New	+$99.5K	0.01%	503

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Icon Wealth Advisors's EFX Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Equifax (EFX) in Q4 2025, closing a stake of 390 shares — an estimated $100K sold.

Icon Wealth Advisors first reported a position in EFX in Q2 2025 and held it in 2 quarters. The position peaked at $101K in Q2 2025. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Icon Wealth Advisors reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 390 Equifax shares in Q4 2025, an estimated $100K.
Icon Wealth Advisors first reported a position in Equifax in Q2 2025 and held it in 2 quarters.
Icon Wealth Advisors's Equifax position peaked at $101K in Q2 2025.
896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.