Janney Capital Management’s Equifax EFX Stock Holding History

Janney Capital Management’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	-2,100	Closed	-$539K	–	257
2025 Q3	$539K	Hold	2,100	–	–	0.03%	155
2025 Q2	$545K	Hold	2,100	–	–	0.04%	150
2025 Q1	$511K	Hold	2,100	–	–	0.04%	150
2024 Q4	$535K	Sell	2,100 -14	-0.7%	-$3.75K	0.04%	163
2024 Q3	$621K	Hold	2,114	–	–	0.04%	143
2024 Q2	$513K	Hold	2,114	–	–	0.04%	153
2024 Q1	$566K	Sell	2,114 -100	-5%	-$25.4K	0.04%	154
2023 Q4	$548K	Hold	2,214	–	–	0.04%	156
2023 Q3	$406K	Sell	2,214 -150	-6%	-$30.6K	0.03%	156
2023 Q2	$556K	Sell	2,364 -124	-5%	-$26.1K	0.04%	143
2023 Q1	$505K	Buy	2,488 +27	+1%	+$5.62K	0.04%	135
2022 Q4	$478K	Buy	2,461 +90	+4%	+$16.4K	0.03%	150
2022 Q3	$406K	Buy	2,371 +7	+0.3%	+$1.37K	0.03%	142
2022 Q2	$432K	Hold	2,364	–	–	0.03%	133
2022 Q1	$561K	Sell	2,364 -36	-2%	-$8.48K	0.04%	131
2021 Q4	$703K	Hold	2,400	–	–	0.05%	133
2021 Q3	$608K	Hold	2,400	–	–	0.04%	133
2021 Q2	$575K	Hold	2,400	–	–	0.04%	138
2021 Q1	$435K	Hold	2,400	–	–	0.03%	147
2020 Q4	$463K	Hold	2,400	–	–	0.03%	142
2020 Q3	$377K	Hold	2,400	–	–	0.03%	157
2020 Q2	$413K	Hold	2,400	–	–	0.03%	146
2020 Q1	$287K	Hold	2,400	–	–	0.02%	156
2019 Q4	$336K	Hold	2,400	–	–	0.02%	168
2019 Q3	$338K	Sell	2,400 -141	-6%	-$19.9K	0.02%	169
2019 Q2	$344K	Hold	2,541	–	–	0.02%	157
2019 Q1	$301K	Hold	2,541	–	–	0.02%	168
2018 Q4	$237K	Hold	2,541	–	–	0.01%	180
2018 Q3	$332K	Hold	2,541	–	–	0.01%	181
2018 Q2	$318K	Hold	2,541	–	–	0.01%	177
2018 Q1	$299K	Hold	2,541	–	–	0.01%	176
2017 Q4	$299K	Sell	2,541 -98	-4%	-$11K	0.01%	185
2017 Q3	$279K	Hold	2,639	–	–	0.01%	193
2017 Q2	$362K	Hold	2,639	–	–	0.02%	132
2017 Q1	$360K	Hold	2,639	–	–	0.02%	135
2016 Q4	$312K	Sell	2,639 -2,100	-44%	-$257K	0.01%	152
2016 Q3	$637K	Hold	4,739	–	–	0.03%	112
2016 Q2	$608K	Buy	+4,739	New	+$574K	0.03%	112
2016 Q1	–	Sell	-4,739	Closed	-$528K	–	163
2015 Q4	$528K	Hold	4,739	–	–	0.02%	141
2015 Q3	$461K	Sell	4,739 -1,200	-20%	-$119K	0.02%	143
2015 Q2	$577K	Sell	5,939 -30	-0.5%	-$2.93K	0.08%	50
2015 Q1	$555K	Hold	5,969	–	–	0.02%	170
2014 Q4	$483K	Hold	5,969	–	–	0.03%	150
2014 Q3	$446K	Buy	5,969 +174	+3%	+$13.3K	0.03%	150
2014 Q2	$420K	Buy	5,795 +95	+2%	+$6.67K	0.03%	154
2014 Q1	$388K	Hold	5,700	–	–	0.03%	150
2013 Q4	$394K	Hold	5,700	–	–	0.03%	141
2013 Q3	$341K	Hold	5,700	–	–	0.03%	179
2013 Q2	$336K	Buy	+5,700	New	+$344K	0.03%	134

Other funds holding EFX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Janney Capital Management's EFX Position: Q4 2025 in Review

Janney Capital Management sold out of Equifax (EFX) in Q4 2025, closing a stake of 2,100 shares — an estimated $539K sold.

Janney Capital Management first reported a position in EFX in Q2 2013 and held it in 49 quarters. The position peaked at $703K in Q4 2021. 893 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

Janney Capital Management reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
Janney Capital Management sold 2,100 Equifax shares in Q4 2025, an estimated $539K.
Janney Capital Management first reported a position in Equifax in Q2 2013 and held it in 49 quarters.
Janney Capital Management's Equifax position peaked at $703K in Q4 2021.
893 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.