Stephens Consulting’s Equifax EFX Stock Holding History

Stephens Consulting’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	-2	Closed	-$519	–	624
2025 Q2	$519	Buy	+2	New	+$509	﹤0.01%	892

Other funds holding EFX

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Stephens Consulting's EFX Position: Q3 2025 in Review

Stephens Consulting sold out of Equifax (EFX) in Q3 2025, closing a stake of 2 shares — an estimated $519 sold.

Stephens Consulting first reported a position in EFX in Q2 2025 and held it in 1 quarter. The position peaked at $519 in Q2 2025. 855 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

Stephens Consulting reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 2 Equifax shares in Q3 2025, an estimated $519.
Stephens Consulting first reported a position in Equifax in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Equifax position peaked at $519 in Q2 2025.
855 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.