Washington Trust’s Equifax EFX Stock Holding History

Washington Trust’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
2026 Q2	–	Sell	-1,500	Closed	-$270K	–	298
2026 Q1	$270K	Hold	1,500	–	–	0.01%	257
2025 Q4	$325K	Hold	1,500	–	–	0.01%	233
2025 Q3	$385K	Hold	1,500	–	–	0.01%	221
2025 Q2	$389K	Hold	1,500	–	–	0.01%	217
2025 Q1	$365K	Hold	1,500	–	–	0.01%	212
2024 Q4	$382K	Hold	1,500	–	–	0.01%	213
2024 Q3	$441K	Hold	1,500	–	–	0.02%	208
2024 Q2	$364K	Hold	1,500	–	–	0.01%	227
2024 Q1	$401K	Hold	1,500	–	–	0.01%	215
2023 Q4	$371K	Hold	1,500	–	–	0.01%	213
2023 Q3	$275K	Hold	1,500	–	–	0.01%	219
2023 Q2	$353K	Hold	1,500	–	–	0.01%	210
2023 Q1	$304K	Hold	1,500	–	–	0.01%	214
2022 Q4	$292K	Hold	1,500	–	–	0.01%	216
2022 Q3	$257K	Hold	1,500	–	–	0.01%	216
2022 Q2	$274K	Hold	1,500	–	–	0.01%	211
2022 Q1	$356K	Hold	1,500	–	–	0.01%	204
2021 Q4	$439K	Sell	1,500 -1,878	-56%	-$523K	0.02%	195
2021 Q3	$856K	Hold	3,378	–	–	0.02%	191
2021 Q2	$809K	Hold	3,378	–	–	0.02%	189
2021 Q1	$612K	Hold	3,378	–	–	0.02%	196
2020 Q4	$651K	Hold	3,378	–	–	0.02%	188
2020 Q3	$530K	Hold	3,378	–	–	0.02%	190
2020 Q2	$575K	Buy	3,378 +1,500	+80%	+$222K	0.02%	181
2020 Q1	$224K	Buy	+1,878	New	+$273K	0.01%	241

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Washington Trust's EFX Position: Q2 2026 in Review

Washington Trust sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,500 shares — an estimated $270K sold.

Washington Trust first reported a position in EFX in Q1 2020 and held it in 25 quarters. The position peaked at $856K in Q3 2021. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

Washington Trust reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
Washington Trust sold 1,500 Equifax shares in Q2 2026, an estimated $270K.
Washington Trust first reported a position in Equifax in Q1 2020 and held it in 25 quarters.
Washington Trust's Equifax position peaked at $856K in Q3 2021.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.