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Strategic Investment Solutions’s Equifax EFX Stock Holding History

Strategic Investment Solutions’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
-2
Closed -$527 – 635
2025
Q3 		$527 Hold
2
– – ﹤0.01% 558
2025
Q2 		$532 Hold
2
– – ﹤0.01% 548
2025
Q1 		$498 Hold
2
– – ﹤0.01% 572
2024
Q4 		$521 Hold
2
– – ﹤0.01% 584
2024
Q3 		$599 Buy
+2
New +$564 ﹤0.01% 564
2023
Q4 		$502 Sell
2
-124
-98% -$25.2K ﹤0.01% 1049
2023
Q3 		$26K Buy
126
+124
+6,200% +$25.3K ﹤0.01% 640
2023
Q2 		$421 Hold
2
– – ﹤0.01% 817
2023
Q1 		$410 Buy
+2
New +$416 ﹤0.01% 960

Other funds holding EFX

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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 $3.38T AUM 44.17% 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

Strategic Investment Solutions's EFX Position: Q4 2025 in Review

Strategic Investment Solutions sold out of Equifax (EFX) in Q4 2025, closing a stake of 2 shares — an estimated $527 sold.

Strategic Investment Solutions first reported a position in EFX in Q1 2023 and held it in 9 quarters. The position peaked at $26K in Q3 2023. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Strategic Investment Solutions reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 2 Equifax shares in Q4 2025, an estimated $527.
  • Strategic Investment Solutions first reported a position in Equifax in Q1 2023 and held it in 9 quarters.
  • Strategic Investment Solutions's Equifax position peaked at $26K in Q3 2023.
  • 896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Strategic Investment Solutions's 13F filing for Q4 2025, filed 27 Feb 2026.