Venture Visionary Partners’s Equifax EFX Stock Holding History

Venture Visionary Partners’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	-827	Closed	-$212K	–	669
2025 Q3	$212K	Sell	827 -18	-2%	-$4.52K	0.01%	579
2025 Q2	$219K	Sell	845 -11	-1%	-$2.8K	0.01%	546
2025 Q1	$208K	Buy	856 +29	+4%	+$7.29K	0.01%	531
2024 Q4	$211K	Hold	827	–	–	0.01%	510
2024 Q3	$243K	Sell	827 -33	-4%	-$9.31K	0.01%	490
2024 Q2	$209K	Sell	860 -33	-4%	-$7.87K	0.01%	520
2024 Q1	$239K	Hold	893	–	–	0.01%	493
2023 Q4	$221K	Buy	+893	New	+$181K	0.01%	475
2023 Q3	–	Sell	-893	Closed	-$210K	–	519
2023 Q2	$210K	Buy	+893	New	+$188K	0.01%	477
2022 Q3	–	Sell	-853	Closed	-$156K	–	774
2022 Q2	$156K	Sell	853 -19	-2%	-$3.8K	0.01%	499
2022 Q1	$206K	Buy	872 +10	+1%	+$2.36K	0.01%	476
2021 Q4	$252K	Buy	862 +1	+0.1%	+$278	0.02%	449
2021 Q3	$218K	Buy	861 +9	+1%	+$2.34K	0.02%	471
2021 Q2	$204K	Buy	+852	New	+$190K	0.02%	473

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