KIM
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Kestra Investment Management’s Equifax EFX Stock Holding History

Kestra Investment 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
Q3 		– Sell
-33
Closed -$8.56K – 517
2025
Q2 		$8.56K Buy
33
+30
+1,000% +$7.63K ﹤0.01% 555
2025
Q1 		$731 Buy
+3
New +$754 ﹤0.01% 837

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Kestra Investment Management's EFX Position: Q3 2025 in Review

Kestra Investment Management sold out of Equifax (EFX) in Q3 2025, closing a stake of 33 shares — an estimated $8.56K sold.

Kestra Investment Management first reported a position in EFX in Q1 2025 and held it in 2 quarters. The position peaked at $8.56K in Q2 2025. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Kestra Investment Management reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 33 Equifax shares in Q3 2025, an estimated $8.56K.
  • Kestra Investment Management first reported a position in Equifax in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Equifax position peaked at $8.56K in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.