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Principal Street Partners’s Equifax EFX Stock Holding History

Principal Street Partners’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
-790
Closed -$205K – 304
2025
Q2 		$205K Buy
+790
New +$201K 0.02% 361

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BlackRock
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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

Principal Street Partners's EFX Position: Q3 2025 in Review

Principal Street Partners sold out of Equifax (EFX) in Q3 2025, closing a stake of 790 shares — an estimated $205K sold.

Principal Street Partners first reported a position in EFX in Q2 2025 and held it in 1 quarter. The position peaked at $205K in Q2 2025. 855 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Principal Street Partners reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • Principal Street Partners sold 790 Equifax shares in Q3 2025, an estimated $205K.
  • Principal Street Partners first reported a position in Equifax in Q2 2025 and held it in 1 quarter.
  • Principal Street Partners's Equifax position peaked at $205K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Principal Street Partners's 13F filing for Q3 2025, filed 14 Nov 2025.