MPS Loria Financial Planners’s Equifax EFX Stock Holding History

MPS Loria Financial Planners’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	-855	Closed	-$219K	–	86
2025 Q3	$219K	Hold	855	–	–	0.06%	79
2025 Q2	$222K	Sell	855 -89	-9%	-$22.6K	0.07%	77
2025 Q1	$230K	Hold	944	–	–	0.07%	77
2024 Q4	$241K	Hold	944	–	–	0.07%	73
2024 Q3	$277K	Hold	944	–	–	0.08%	67
2024 Q2	$229K	Hold	944	–	–	0.07%	76
2024 Q1	$253K	Hold	944	–	–	0.08%	68
2023 Q4	$233K	Buy	+944	New	+$191K	0.08%	77
2023 Q3	–	Sell	-935	Closed	-$220K	–	78
2023 Q2	$220K	Buy	+935	New	+$197K	0.08%	74
2022 Q2	–	Sell	-937	Closed	-$222K	–	77
2022 Q1	$222K	Hold	937	–	–	0.09%	74
2021 Q4	$274K	Hold	937	–	–	0.11%	66
2021 Q3	$237K	Hold	937	–	–	0.11%	68
2021 Q2	$224K	Hold	937	–	–	0.1%	76
2021 Q1	$169K	Hold	937	–	–	0.08%	89
2020 Q4	$176K	Buy	+937	New	+$158K	0.08%	84

Other funds holding EFX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

MPS Loria Financial Planners's EFX Position: Q4 2025 in Review

MPS Loria Financial Planners sold out of Equifax (EFX) in Q4 2025, closing a stake of 855 shares — an estimated $219K sold.

MPS Loria Financial Planners first reported a position in EFX in Q4 2020 and held it in 15 quarters. The position peaked at $277K in Q3 2024. 894 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

MPS Loria Financial Planners reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
MPS Loria Financial Planners sold 855 Equifax shares in Q4 2025, an estimated $219K.
MPS Loria Financial Planners first reported a position in Equifax in Q4 2020 and held it in 15 quarters.
MPS Loria Financial Planners's Equifax position peaked at $277K in Q3 2024.
894 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on MPS Loria Financial Planners's 13F filing for Q4 2025, filed 3 Feb 2026.