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Venturi Wealth Management’s Equifax EFX Stock Holding History

Venturi Wealth Management’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
Q2 		– Sell
-1,593
Closed -$388K – 554
2025
Q1 		$388K Buy
1,593
+165
+12% +$41.5K 0.02% 381
2024
Q4 		$364K Buy
1,428
+70
+5% +$18.8K 0.02% 403
2024
Q3 		$399K Buy
1,358
+508
+60% +$143K 0.02% 334
2024
Q2 		$206K Buy
850
+705
+486% +$168K 0.01% 405
2024
Q1 		$38.8K Buy
145
+9
+7% +$2.29K ﹤0.01% 558
2023
Q4 		$33.6K Hold
136
– – ﹤0.01% 575
2023
Q3 		$24.9K Sell
136
-2
-1% -$408 ﹤0.01% 571
2023
Q2 		$32.5K Buy
138
+35
+34% +$7.37K ﹤0.01% 478
2023
Q1 		$20.9K Buy
+103
New +$21.4K ﹤0.01% 590

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Venturi Wealth Management's EFX Position: Q2 2025 in Review

Venturi Wealth Management sold out of Equifax (EFX) in Q2 2025, closing a stake of 1,593 shares — an estimated $388K sold.

Venturi Wealth Management first reported a position in EFX in Q1 2023 and held it in 9 quarters. The position peaked at $399K in Q3 2024. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

  • Venturi Wealth Management reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,593 Equifax shares in Q2 2025, an estimated $388K.
  • Venturi Wealth Management first reported a position in Equifax in Q1 2023 and held it in 9 quarters.
  • Venturi Wealth Management's Equifax position peaked at $399K in Q3 2024.
  • 863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.