Seed Wealth Management’s Equifax EFX Stock Holding History

Seed Wealth Management’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	-800	Closed	-$207K	–	126
2025 Q2	$207K	Buy	+800	New	+$203K	0.15%	142
2025 Q1	–	Sell	-800	Closed	-$204K	–	151
2024 Q4	$204K	Hold	800	–	–	0.16%	141
2024 Q3	$235K	Buy	+800	New	+$226K	0.19%	137
2024 Q2	–	Sell	-800	Closed	-$209K	–	154
2024 Q1	$209K	Buy	+800	New	+$204K	0.2%	139

Other funds holding EFX

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Seed Wealth Management's EFX Position: Q3 2025 in Review

Seed Wealth Management sold out of Equifax (EFX) in Q3 2025, closing a stake of 800 shares — an estimated $207K sold.

Seed Wealth Management first reported a position in EFX in Q1 2024 and held it in 4 quarters. The position peaked at $235K in Q3 2024. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

Seed Wealth Management reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
Seed Wealth Management sold 800 Equifax shares in Q3 2025, an estimated $207K.
Seed Wealth Management first reported a position in Equifax in Q1 2024 and held it in 4 quarters.
Seed Wealth Management's Equifax position peaked at $235K in Q3 2024.
857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Seed Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.