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Trust Company of the South’s Equifax EFX Stock Holding History

Trust Company of the South’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
-870
Closed -$223K – 139
2025
Q3 		$223K Buy
870
+16
+2% +$4.02K 0.04% 124
2025
Q2 		$222K Hold
854
– – 0.04% 120
2025
Q1 		$208K Sell
854
-5
-0.6% -$1.26K 0.04% 117
2024
Q4 		$219K Sell
859
-104
-11% -$27.9K 0.04% 118
2024
Q3 		$283K Hold
963
– – 0.06% 111
2024
Q2 		$233K Hold
963
– – 0.06% 105
2024
Q1 		$258K Sell
963
-1
-0.1% -$254 0.06% 101
2023
Q4 		$238K Buy
+964
New +$196K 0.06% 99

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 $75B 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
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 $1.66T 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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Trust Company of the South's EFX Position: Q4 2025 in Review

Trust Company of the South sold out of Equifax (EFX) in Q4 2025, closing a stake of 870 shares — an estimated $223K sold.

Trust Company of the South first reported a position in EFX in Q4 2023 and held it in 8 quarters. The position peaked at $283K in Q3 2024. 895 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Trust Company of the South reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Trust Company of the South sold 870 Equifax shares in Q4 2025, an estimated $223K.
  • Trust Company of the South first reported a position in Equifax in Q4 2023 and held it in 8 quarters.
  • Trust Company of the South's Equifax position peaked at $283K in Q3 2024.
  • 895 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Trust Company of the South's 13F filing for Q4 2025, filed 5 Jan 2026.