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Laird Norton Wetherby Wealth Management’s Equifax EFX Stock Holding History

Laird Norton Wetherby Wealth 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 		$228K Buy
889
+14
+2% +$3.52K 0.01% 846
2025
Q2 		$227K Buy
+875
New +$223K 0.01% 823
2024
Q4 		$251K Sell
984
-62
-6% -$16.6K 0.01% 760
2024
Q3 		$307K Sell
1,046
-9
-0.9% -$2.54K 0.01% 721
2024
Q2 		$256K Buy
1,055
+3
+0.3% +$716 0.01% 760
2024
Q1 		$281K Buy
1,052
+11
+1% +$2.8K 0.01% 760
2023
Q4 		$257K Sell
1,041
-299
-22% -$60.6K 0.01% 773
2023
Q3 		$245K Sell
1,340
-81
-6% -$16.5K 0.01% 743
2023
Q2 		$334K Sell
1,421
-22
-2% -$4.63K 0.02% 676
2023
Q1 		$293K Buy
1,443
+34
+2% +$7.08K 0.02% 716
2022
Q4 		$274K Sell
1,409
-161
-10% -$29.4K 0.02% 717
2022
Q3 		$269K Sell
1,570
-75
-5% -$14.7K 0.02% 697
2022
Q2 		$301K Buy
1,645
+291
+21% +$58.2K 0.02% 680
2022
Q1 		$321K Buy
1,354
+21
+2% +$4.95K 0.02% 697
2021
Q4 		$390K Buy
1,333
+34
+3% +$9.46K 0.02% 624
2021
Q3 		$329K Sell
1,299
-8
-0.6% -$2.08K 0.02% 669
2021
Q2 		$313K Buy
1,307
+178
+16% +$39.8K 0.02% 702
2021
Q1 		$204K Sell
1,129
-175
-13% -$30.9K 0.02% 736
2020
Q4 		$251K Buy
+1,304
New +$219K 0.02% 733
2020
Q3 		– Sell
-1,271
Closed -$219K – 729
2020
Q2 		$219K Buy
+1,271
New +$188K 0.02% 613

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 $3.37T AUM 44.26% 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

Laird Norton Wetherby Wealth Management's EFX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Equifax (EFX) stake by 1.6% in Q3 2025, buying an estimated $3.52K and bringing the position to 889 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #846.

Laird Norton Wetherby Wealth Management first reported a position in EFX in Q2 2020 and has held it in 20 quarters since. The position peaked at $390K in Q4 2021. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 889 shares of Equifax worth $228K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 14 Equifax shares in Q3 2025, an estimated $3.52K.
  • Equifax made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #846 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Equifax in Q2 2020 and has held it in 20 quarters since.
  • Laird Norton Wetherby Wealth Management's Equifax position peaked at $390K in Q4 2021.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.