McClarren Financial Advisors’s Equifax EFX Stock Holding History

McClarren Financial 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 Q1	–	Sell	-100	Closed	-$25K	–	298
2024 Q4	$25K	Buy	+100	New	+$26.8K	0.07%	122
2024 Q3	–	Sell	-242	Closed	-$24K	–	267
2024 Q2	$24K	Buy	242 +141	+140%	+$33.6K	0.02%	204
2024 Q1	$27K	Buy	101 +1	+1%	+$254	0.02%	185
2023 Q4	$25K	Buy	100 +1	+1%	+$203	0.02%	210
2023 Q3	$18K	Hold	99	–	–	0.02%	224
2023 Q2	$23K	Hold	99	–	–	0.02%	207
2023 Q1	$20K	Hold	99	–	–	0.02%	206
2022 Q4	$19K	Hold	99	–	–	0.02%	216
2022 Q3	$16K	Buy	+99	New	+$19.4K	0.02%	208
2022 Q2	–	Sell	-98	Closed	-$23K	–	95
2022 Q1	$23K	Sell	98 -1	-1%	-$236	0.02%	167
2021 Q4	$29K	Buy	99 +1	+1%	+$278	0.02%	172
2021 Q3	$24K	Hold	98	–	–	0.02%	158
2021 Q2	$23K	Buy	+98	New	+$21.9K	0.02%	169

Other funds holding EFX

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McClarren Financial Advisors's EFX Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Equifax (EFX) in Q1 2025, closing a stake of 100 shares — an estimated $25K sold.

McClarren Financial Advisors first reported a position in EFX in Q2 2021 and held it in 13 quarters. The position peaked at $29K in Q4 2021. 813 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

McClarren Financial Advisors reported no remaining Equifax position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 100 Equifax shares in Q1 2025, an estimated $25K.
McClarren Financial Advisors first reported a position in Equifax in Q2 2021 and held it in 13 quarters.
McClarren Financial Advisors's Equifax position peaked at $29K in Q4 2021.
813 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.