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Marshall & Sterling Wealth Advisors’s Equifax EFX Stock Holding History

Marshall & Sterling 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
-61
Closed -$15.6K – 428
2025
Q3 		$15.6K Hold
61
– – 0.01% 293
2025
Q2 		$15.8K Hold
61
– – 0.01% 279
2025
Q1 		$14.9K Buy
+61
New +$15.3K 0.01% 278

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State Street
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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

Marshall & Sterling Wealth Advisors's EFX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Equifax (EFX) in Q4 2025, closing a stake of 61 shares — an estimated $15.6K sold.

Marshall & Sterling Wealth Advisors first reported a position in EFX in Q1 2025 and held it in 3 quarters. The position peaked at $15.8K in Q2 2025. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 61 Equifax shares in Q4 2025, an estimated $15.6K.
  • Marshall & Sterling Wealth Advisors first reported a position in Equifax in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Equifax position peaked at $15.8K in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.