Oxford Financial Group’s Equifax EFX Stock Holding History

Oxford Financial Group’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	-1,462	Closed	-$356K	–	265
2025 Q1	$356K	Hold	1,462	–	–	0.03%	158
2024 Q4	$373K	Sell	1,462 -21	-1%	-$5.63K	0.02%	182
2024 Q3	$436K	Sell	1,483 -8	-0.5%	-$2.26K	0.03%	159
2024 Q2	$362K	Buy	1,491 +16	+1%	+$3.82K	0.02%	189
2024 Q1	$395K	Buy	1,475 +13	+0.9%	+$3.31K	0.03%	153
2023 Q4	$362K	Hold	1,462	–	–	0.03%	164
2023 Q3	$268K	Sell	1,462 -18	-1%	-$3.67K	0.02%	182
2023 Q2	$348K	Sell	1,480 -234	-14%	-$49.3K	0.03%	162
2023 Q1	$348K	Hold	1,714	–	–	0.04%	134
2022 Q4	$333K	Buy	1,714 +252	+17%	+$46.1K	0.04%	144
2022 Q3	$251K	Sell	1,462 -2	-0.1%	-$392	0.04%	154
2022 Q2	$268K	Buy	1,464 +2	+0.1%	+$400	0.04%	160
2022 Q1	$347K	Hold	1,462	–	–	0.04%	147
2021 Q4	$428K	Hold	1,462	–	–	0.05%	132
2021 Q3	$371K	Hold	1,462	–	–	0.05%	134
2021 Q2	$350K	Hold	1,462	–	–	0.05%	135
2021 Q1	$265K	Hold	1,462	–	–	0.04%	155
2020 Q4	$282K	Hold	1,462	–	–	0.04%	152
2020 Q3	$229K	Hold	1,462	–	–	0.04%	149
2020 Q2	$251K	Buy	+1,462	New	+$217K	0.04%	141

Other funds holding EFX

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Oxford Financial Group's EFX Position: Q2 2025 in Review

Oxford Financial Group sold out of Equifax (EFX) in Q2 2025, closing a stake of 1,462 shares — an estimated $356K sold.

Oxford Financial Group first reported a position in EFX in Q2 2020 and held it in 20 quarters. The position peaked at $436K in Q3 2024. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

Oxford Financial Group reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
Oxford Financial Group sold 1,462 Equifax shares in Q2 2025, an estimated $356K.
Oxford Financial Group first reported a position in Equifax in Q2 2020 and held it in 20 quarters.
Oxford Financial Group's Equifax position peaked at $436K in Q3 2024.
863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Oxford Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.