Pinnacle Financial Partners (Tennessee)’s Equifax EFX Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	–	Sell	-288	Closed	-$74.7K	–	479
2025 Q2	$74.7K	Hold	288	–	–	﹤0.01%	473
2025 Q1	$73.4K	Hold	288	–	–	﹤0.01%	476
2024 Q4	$84.6K	Hold	288	–	–	﹤0.01%	465
2024 Q3	$84.6K	Buy	+288	New	+$81.2K	﹤0.01%	465
2018 Q4	–	Sell	-1,976	Closed	-$258K	–	344
2018 Q3	$258K	Buy	+1,976	New	+$257K	0.02%	294
2018 Q1	–	Sell	-1,708	Closed	-$201K	–	412
2017 Q4	$201K	Buy	+1,708	New	+$192K	0.02%	306
2017 Q3	–	Sell	-4,014	Closed	-$552K	–	325
2017 Q2	$552K	Buy	4,014 +2,159	+116%	+$296K	0.08%	198
2017 Q1	$254K	Hold	1,855	–	–	0.05%	214
2016 Q4	$219K	Buy	1,855 +116	+7%	+$14.2K	0.05%	221
2016 Q3	$233K	Hold	1,739	–	–	0.05%	236
2016 Q2	$233K	Buy	+1,739	New	+$211K	0.05%	229

Other funds holding EFX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s EFX Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Equifax (EFX) in Q3 2025, closing a stake of 288 shares — an estimated $74.7K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in EFX in Q2 2016 and held it in 11 quarters. The position peaked at $552K in Q2 2017. 855 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 288 Equifax shares in Q3 2025, an estimated $74.7K.
Pinnacle Financial Partners (Tennessee) first reported a position in Equifax in Q2 2016 and held it in 11 quarters.
Pinnacle Financial Partners (Tennessee)'s Equifax position peaked at $552K in Q2 2017.
855 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.