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 Q3	$4.53M	Buy	+32,979	New	+$5.73M	0.14%	100
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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Washington Trust's EFX Position: Q3 2026 in Review

Washington Trust opened a new position in Equifax (EFX) in Q3 2026: 32,979 shares worth $4.53M. The stake represents 0.14% of the portfolio and ranks #100 among its holdings. This is a return to the name: Washington Trust previously reported a position in EFX as recently as Q1 2026.

Washington Trust first reported a position in EFX in Q1 2020 and has held it in 26 quarters since. 154 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

Washington Trust held 32,979 shares of Equifax worth $4.53M as of Q3 2026.
Equifax was a new Washington Trust position in Q3 2026.
Equifax made up 0.14% of Washington Trust's portfolio in Q3 2026, its #100 holding.
Washington Trust first reported a position in Equifax in Q1 2020 and has held it in 26 quarters since.
154 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.