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Nicola Wealth Management’s Equifax EFX Stock Holding History

Nicola Wealth Management’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
Q2 		– Sell
-60,000
Closed -$14.6M – 107
2025
Q1 		$14.6M Hold
60,000
– – 1.43% 30
2024
Q4 		$15.3M Buy
60,000
+13,000
+28% +$3.48M 1.45% 29
2024
Q3 		$13.8M Hold
47,000
– – 1.1% 35
2024
Q2 		$11.4M Buy
47,000
+35,000
+292% +$8.35M 1.02% 38
2024
Q1 		$3.21M Hold
12,000
– – 0.31% 74
2023
Q4 		$2.97M Buy
+12,000
New +$2.43M 0.31% 78

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Nicola Wealth Management's EFX Position: Q2 2025 in Review

Nicola Wealth Management sold out of Equifax (EFX) in Q2 2025, closing a stake of 60,000 shares — an estimated $14.6M sold.

Nicola Wealth Management first reported a position in EFX in Q4 2023 and held it in 6 quarters. The position peaked at $15.3M in Q4 2024. 862 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Nicola Wealth Management reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 60,000 Equifax shares in Q2 2025, an estimated $14.6M.
  • Nicola Wealth Management first reported a position in Equifax in Q4 2023 and held it in 6 quarters.
  • Nicola Wealth Management's Equifax position peaked at $15.3M in Q4 2024.
  • 862 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Nicola Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.