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Optimum Investment Advisors’s Equifax EFX Stock Holding History

Optimum Investment 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
Q3 		$25.7K Hold
100
– – 0.01% 418
2025
Q2 		$25.9K Hold
100
– – 0.01% 411
2025
Q1 		$24.4K Hold
100
– – 0.01% 418
2024
Q4 		$25.5K Hold
100
– – 0.01% 406
2024
Q3 		$29.4K Hold
100
– – 0.01% 401
2024
Q2 		$24.2K Hold
100
– – 0.01% 426
2024
Q1 		$26.8K Hold
100
– – 0.01% 428
2023
Q4 		$24.7K Hold
100
– – 0.01% 421
2023
Q3 		$18.3K Hold
100
– – 0.01% 481
2023
Q2 		$23.5K Hold
100
– – 0.01% 454
2023
Q1 		$20.3K Hold
100
– – 0.01% 476
2022
Q4 		$19.4K Hold
100
– – 0.01% 491
2022
Q3 		$17K Hold
100
– – 0.01% 519
2022
Q2 		$18K Sell
100
-34
-25% -$6.8K 0.01% 530
2022
Q1 		$32K Buy
134
+34
+34% +$8.01K 0.01% 507
2021
Q4 		$29K Hold
100
– – 0.01% 552
2021
Q3 		$25K Hold
100
– – 0.01% 562
2021
Q2 		$24K Hold
100
– – 0.01% 630
2021
Q1 		$18K Hold
100
– – 0.01% 680
2020
Q4 		$19K Hold
100
– – 0.01% 627
2020
Q3 		$16K Hold
100
– – 0.01% 635
2020
Q2 		$17K Hold
100
– – 0.01% 626
2020
Q1 		$12K Hold
100
– – ﹤0.01% 653
2019
Q4 		$14K Hold
100
– – ﹤0.01% 720
2019
Q3 		$14K Hold
100
– – ﹤0.01% 732
2019
Q2 		$14K Hold
100
– – ﹤0.01% 727
2019
Q1 		$12K Hold
100
– – ﹤0.01% 772
2018
Q4 		$9K Hold
100
– – ﹤0.01% 770
2018
Q3 		$13K Hold
100
– – ﹤0.01% 805
2018
Q2 		$13K Hold
100
– – ﹤0.01% 812
2018
Q1 		$12K Buy
+100
New +$12K ﹤0.01% 794

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

Optimum Investment Advisors's EFX Position: Q3 2025 in Review

Optimum Investment Advisors held its Equifax (EFX) position steady in Q3 2025 at 100 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #418.

Optimum Investment Advisors first reported a position in EFX in Q1 2018 and has held it in 31 quarters since. The position peaked at $32K in Q1 2022. 856 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Optimum Investment Advisors held 100 shares of Equifax worth $25.7K as of Q3 2025.
  • Optimum Investment Advisors left its Equifax share count unchanged in Q3 2025.
  • Equifax made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #418 holding.
  • Optimum Investment Advisors first reported a position in Equifax in Q1 2018 and has held it in 31 quarters since.
  • Optimum Investment Advisors's Equifax position peaked at $32K in Q1 2022.
  • 856 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.