PTC
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Petrus Trust Company’s Equifax EFX Stock Holding History

Petrus Trust Company’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
-1,258
Closed -$306K – 572
2025
Q1 		$306K Buy
+1,258
New +$316K 0.03% 387
2017
Q4 		– Sell
-3,894
Closed -$413K – 176
2017
Q3 		$413K Buy
+3,894
New +$515K 0.1% 67

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BlackRock
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T. Rowe Price Associates
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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

Petrus Trust Company's EFX Position: Q2 2025 in Review

Petrus Trust Company sold out of Equifax (EFX) in Q2 2025, closing a stake of 1,258 shares — an estimated $306K sold.

Petrus Trust Company first reported a position in EFX in Q3 2017 and held it in 2 quarters. The position peaked at $413K in Q3 2017. 861 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Petrus Trust Company reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 1,258 Equifax shares in Q2 2025, an estimated $306K.
  • Petrus Trust Company first reported a position in Equifax in Q3 2017 and held it in 2 quarters.
  • Petrus Trust Company's Equifax position peaked at $413K in Q3 2017.
  • 861 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.