OPS
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Orion Portfolio Solutions’s Equifax EFX Stock Holding History

Orion Portfolio Solutions’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 		$1.25M Buy
5,139
+142
+3% +$35.7K 0.01% 961
2024
Q4 		$1.27M Sell
4,997
-696
-12% -$186K 0.01% 915
2024
Q3 		$1.67M Buy
5,693
+2,414
+74% +$681K 0.02% 779
2024
Q2 		$795K Sell
3,279
-2,446
-43% -$584K 0.01% 1079
2024
Q1 		$1.53M Sell
5,725
-4,995
-47% -$1.27M 0.02% 785
2023
Q4 		$2.64M Sell
10,720
-2,818
-21% -$572K 0.03% 502
2023
Q3 		$2.48M Buy
13,538
+2,295
+20% +$469K 0.03% 520
2023
Q2 		$2.65M Buy
11,243
+847
+8% +$178K 0.03% 523
2023
Q1 		$2.11M Buy
10,396
+9,049
+672% +$1.88M 0.03% 569
2022
Q4 		$262K Buy
+1,347
New +$246K 0.01% 701
2020
Q3 		– Sell
-353
Closed -$61K – 868
2020
Q2 		$61K Buy
353
+123
+53% +$18.2K ﹤0.01% 660
2020
Q1 		$27K Buy
230
+35
+18% +$5.09K ﹤0.01% 747
2019
Q4 		$27K Buy
+195
New +$27K ﹤0.01% 697

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's EFX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Equifax (EFX) stake by 2.8% in Q1 2025, buying an estimated $35.7K and bringing the position to 5,139 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #961.

Orion Portfolio Solutions first reported a position in EFX in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.65M in Q2 2023. 811 funds tracked by Wall St. Rank hold EFX as of Q1 2025.

  • Orion Portfolio Solutions held 5,139 shares of Equifax worth $1.25M as of Q1 2025.
  • Orion Portfolio Solutions bought 142 Equifax shares in Q1 2025, an estimated $35.7K.
  • Equifax made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #961 holding.
  • Orion Portfolio Solutions first reported a position in Equifax in Q4 2019 and has held it in 13 quarters since.
  • Orion Portfolio Solutions's Equifax position peaked at $2.65M in Q2 2023.
  • 811 funds tracked by Wall St. Rank held Equifax as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.