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NewSquare Capital’s Equifax EFX Stock Holding History

NewSquare Capital’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 		– Sell
-135
Closed -$35K – 480
2025
Q2 		$35K Buy
135
+67
+99% +$17K ﹤0.01% 345
2025
Q1 		$16.6K Buy
68
+61
+871% +$15.3K ﹤0.01% 408
2024
Q4 		$1.78K Buy
+7
New +$1.88K ﹤0.01% 567
2023
Q2 		– Sell
-13
Closed -$2.64K – 882
2023
Q1 		$2.64K Buy
+13
New +$2.71K ﹤0.01% 542

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BlackRock
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T. Rowe Price Associates
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Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

NewSquare Capital's EFX Position: Q3 2025 in Review

NewSquare Capital sold out of Equifax (EFX) in Q3 2025, closing a stake of 135 shares — an estimated $35K sold.

NewSquare Capital first reported a position in EFX in Q1 2023 and held it in 4 quarters. The position peaked at $35K in Q2 2025. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • NewSquare Capital reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 135 Equifax shares in Q3 2025, an estimated $35K.
  • NewSquare Capital first reported a position in Equifax in Q1 2023 and held it in 4 quarters.
  • NewSquare Capital's Equifax position peaked at $35K in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.