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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital International Investors

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

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

Massachusetts Financial Services

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

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

T. Rowe Price Associates

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

Geode Capital Management

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

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