Spinnaker Trust’s Equifax EFX Stock Holding History

Spinnaker Trust’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 Q1	$515K	Hold	2,860	–	–	0.03%	200
2025 Q4	$621K	Hold	2,860	–	–	0.03%	181
2025 Q3	$734K	Hold	2,860	–	–	0.04%	174
2025 Q2	$742K	Hold	2,860	–	–	0.04%	170
2025 Q1	$697K	Hold	2,860	–	–	0.05%	169
2024 Q4	$729K	Hold	2,860	–	–	0.05%	164
2024 Q3	$840K	Hold	2,860	–	–	0.05%	154
2024 Q2	$693K	Hold	2,860	–	–	0.04%	172
2024 Q1	$765K	Sell	2,860 -265	-8%	-$67.4K	0.05%	159
2023 Q4	$773K	Hold	3,125	–	–	0.05%	150
2023 Q3	$572K	Hold	3,125	–	–	0.04%	164
2023 Q2	$735K	Hold	3,125	–	–	0.05%	147
2023 Q1	$634K	Hold	3,125	–	–	0.05%	152
2022 Q4	$607K	Sell	3,125 -175	-5%	-$32K	0.05%	157
2022 Q3	$566K	Hold	3,300	–	–	0.05%	157
2022 Q2	$603K	Sell	3,300 -546	-14%	-$109K	0.05%	160
2022 Q1	$912K	Hold	3,846	–	–	0.06%	143
2021 Q4	$1.13M	Hold	3,846	–	–	0.07%	135
2021 Q3	$975K	Hold	3,846	–	–	0.07%	136
2021 Q2	$921K	Sell	3,846 -500	-12%	-$112K	0.06%	143
2021 Q1	$787K	Sell	4,346 -165	-4%	-$29.1K	0.06%	143
2020 Q4	$869K	Hold	4,511	–	–	0.07%	131
2020 Q3	$707K	Hold	4,511	–	–	0.06%	134
2020 Q2	$775K	Hold	4,511	–	–	0.07%	131
2020 Q1	$538K	Sell	4,511 -190	-4%	-$27.6K	0.06%	152
2019 Q4	$658K	Sell	4,701 -144	-3%	-$19.9K	0.06%	153
2019 Q3	$681K	Buy	4,845 +5	+0.1%	+$705	0.07%	147
2019 Q2	$654K	Hold	4,840	–	–	0.07%	143
2019 Q1	$573K	Hold	4,840	–	–	0.06%	150
2018 Q4	$450K	Sell	4,840 -160	-3%	-$17K	0.05%	152
2018 Q3	$652K	Hold	5,000	–	–	0.06%	139
2018 Q2	$625K	Hold	5,000	–	–	0.07%	137
2018 Q1	$589K	Sell	5,000 -400	-7%	-$48K	0.06%	134
2017 Q4	$636K	Hold	5,400	–	–	0.07%	127
2017 Q3	$572K	Hold	5,400	–	–	0.07%	127
2017 Q2	$742K	Hold	5,400	–	–	0.09%	117
2017 Q1	$738K	Hold	5,400	–	–	0.1%	113
2016 Q4	$638K	Hold	5,400	–	–	0.09%	116
2016 Q3	$727K	Hold	5,400	–	–	0.1%	111
2016 Q2	$693K	Hold	5,400	–	–	0.1%	116
2016 Q1	$617K	Hold	5,400	–	–	0.09%	126
2015 Q4	$601K	Hold	5,400	–	–	0.09%	125
2015 Q3	$525K	Hold	5,400	–	–	0.08%	134
2015 Q2	$524K	Hold	5,400	–	–	0.08%	134
2015 Q1	$502K	Hold	5,400	–	–	0.07%	135
2014 Q4	$437K	Hold	5,400	–	–	0.06%	138
2014 Q3	$404K	Hold	5,400	–	–	0.07%	143
2014 Q2	$392K	Hold	5,400	–	–	0.06%	138
2014 Q1	$367K	Hold	5,400	–	–	0.06%	139
2013 Q4	$373K	Hold	5,400	–	–	0.06%	125
2013 Q3	$323K	Hold	5,400	–	–	0.06%	129
2013 Q2	$318K	Buy	+5,400	New	+$326K	0.06%	125

Other funds holding EFX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Spinnaker Trust's EFX Position: Q1 2026 in Review

Spinnaker Trust held its Equifax (EFX) position steady in Q1 2026 at 2,860 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #200.

Spinnaker Trust first reported a position in EFX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.13M in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Spinnaker Trust held 2,860 shares of Equifax worth $515K as of Q1 2026.
Spinnaker Trust left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.03% of Spinnaker Trust's portfolio in Q1 2026, its #200 holding.
Spinnaker Trust first reported a position in Equifax in Q2 2013 and has held it in 52 quarters since.
Spinnaker Trust's Equifax position peaked at $1.13M in Q4 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.