Sanibel Captiva Trust Company’s Equifax EFX Stock Holding History

Sanibel Captiva 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
2026 Q2	$1.28M	Sell	8,058 -400	-5%	-$68.2K	0.03%	235
2026 Q1	$1.52M	Hold	8,458	–	–	0.04%	205
2025 Q4	$1.84M	Hold	8,458	–	–	0.05%	184
2025 Q3	$2.17M	Hold	8,458	–	–	0.06%	173
2025 Q2	$2.19M	Buy	8,458 +1,326	+19%	+$337K	0.07%	168
2025 Q1	$1.74M	Hold	7,132	–	–	0.06%	178
2024 Q4	$1.82M	Sell	7,132 -94	-1%	-$25.2K	0.06%	173
2024 Q3	$2.12M	Hold	7,226	–	–	0.07%	164
2024 Q2	$1.75M	Sell	7,226 -55	-0.8%	-$13.1K	0.06%	169
2024 Q1	$1.95M	Buy	7,281 +5	+0.1%	+$1.27K	0.07%	157
2023 Q4	$1.8M	Buy	+7,276	New	+$1.48M	0.07%	152

Other funds holding EFX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sanibel Captiva Trust Company's EFX Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Equifax (EFX) stake by 4.7% in Q2 2026, selling an estimated $68.2K and leaving 8,058 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #235.

Sanibel Captiva Trust Company first reported a position in EFX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.19M in Q2 2025. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Sanibel Captiva Trust Company held 8,058 shares of Equifax worth $1.28M as of Q2 2026.
Sanibel Captiva Trust Company sold 400 Equifax shares in Q2 2026, an estimated $68.2K.
Equifax made up 0.03% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #235 holding.
Sanibel Captiva Trust Company first reported a position in Equifax in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's Equifax position peaked at $2.19M in Q2 2025.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.