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Putney Financial Group’s Equifax EFX Stock Holding History

Putney 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
Q3 		– Sell
-60
Closed -$15.6K – 140
2025
Q2 		$15.6K Hold
60
– – 0.02% 190
2025
Q1 		$14.6K Hold
60
– – 0.02% 175
2024
Q4 		$15.3K Buy
+60
New +$16.1K 0.01% 191

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Putney Financial Group's EFX Position: Q3 2025 in Review

Putney Financial Group sold out of Equifax (EFX) in Q3 2025, closing a stake of 60 shares — an estimated $15.6K sold.

Putney Financial Group first reported a position in EFX in Q4 2024 and held it in 3 quarters. The position peaked at $15.6K in Q2 2025. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • Putney Financial Group reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 60 Equifax shares in Q3 2025, an estimated $15.6K.
  • Putney Financial Group first reported a position in Equifax in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Equifax position peaked at $15.6K in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.