LFP
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Lakeshore Financial Planning’s Equifax EFX Stock Holding History

Lakeshore Financial Planning’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
-847
Closed -$217K – 87
2025
Q3 		$217K Hold
847
– – 0.08% 74
2025
Q2 		$220K Hold
847
– – 0.09% 72
2025
Q1 		$206K Hold
847
– – 0.09% 75
2024
Q4 		$216K Hold
847
– – 0.09% 70
2024
Q3 		$249K Hold
847
– – 0.11% 59
2024
Q2 		$205K Hold
847
– – 0.1% 65
2024
Q1 		$227K Hold
847
– – 0.11% 60
2023
Q4 		$209K Buy
+847
New +$172K 0.12% 57

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Lakeshore Financial Planning's EFX Position: Q4 2025 in Review

Lakeshore Financial Planning sold out of Equifax (EFX) in Q4 2025, closing a stake of 847 shares — an estimated $217K sold.

Lakeshore Financial Planning first reported a position in EFX in Q4 2023 and held it in 8 quarters. The position peaked at $249K in Q3 2024. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Lakeshore Financial Planning reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Lakeshore Financial Planning sold 847 Equifax shares in Q4 2025, an estimated $217K.
  • Lakeshore Financial Planning first reported a position in Equifax in Q4 2023 and held it in 8 quarters.
  • Lakeshore Financial Planning's Equifax position peaked at $249K in Q3 2024.
  • 895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Lakeshore Financial Planning's 13F filing for Q4 2025, filed 17 Feb 2026.