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Stephens Inc’s Equifax EFX Stock Holding History

Stephens Inc’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
Q4 		– Sell
-852
Closed -$219K – 1323
2025
Q3 		$219K Sell
852
-57
-6% -$14.3K ﹤0.01% 1179
2025
Q2 		$236K Sell
909
-42
-4% -$10.7K ﹤0.01% 1111
2025
Q1 		$232K Sell
951
-42
-4% -$10.6K ﹤0.01% 1091
2024
Q4 		$253K Sell
993
-10
-1% -$2.68K ﹤0.01% 1084
2024
Q3 		$295K Buy
1,003
+162
+19% +$45.7K ﹤0.01% 1034
2024
Q2 		$204K Buy
841
+44
+6% +$10.5K ﹤0.01% 1161
2024
Q1 		$213K Buy
+797
New +$203K ﹤0.01% 1142
2017
Q3 		– Sell
-4,503
Closed -$619K – 756
2017
Q2 		$619K Buy
4,503
+9
+0.2% +$1.24K 0.02% 525
2017
Q1 		$615K Buy
4,494
+559
+14% +$71.1K 0.02% 512
2016
Q4 		$465K Buy
3,935
+2,203
+127% +$269K 0.02% 506
2016
Q3 		$233K Sell
1,732
-306
-15% -$40.6K 0.01% 666
2016
Q2 		$262K Sell
2,038
-630
-24% -$76.3K 0.01% 616
2016
Q1 		$305K Sell
2,668
-139
-5% -$14.6K 0.01% 544
2015
Q4 		$313K Buy
+2,807
New +$303K 0.02% 536
2013
Q3 		– Sell
-4,529
Closed -$267K – 828
2013
Q2 		$267K Buy
+4,529
New +$273K 0.01% 562

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Stephens Inc's EFX Position: Q4 2025 in Review

Stephens Inc sold out of Equifax (EFX) in Q4 2025, closing a stake of 852 shares — an estimated $219K sold.

Stephens Inc first reported a position in EFX in Q2 2013 and held it in 15 quarters. The position peaked at $619K in Q2 2017. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Stephens Inc reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 852 Equifax shares in Q4 2025, an estimated $219K.
  • Stephens Inc first reported a position in Equifax in Q2 2013 and held it in 15 quarters.
  • Stephens Inc's Equifax position peaked at $619K in Q2 2017.
  • 895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.