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WealthTrak Capital Management’s Equifax EFX Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-13
Closed -$3.37K – 326
2025
Q2 		$3.37K Buy
13
+5
+63% +$1.27K ﹤0.01% 355
2025
Q1 		$1.95K Hold
8
– – ﹤0.01% 391
2024
Q4 		$2.04K Buy
+8
New +$2.14K ﹤0.01% 315

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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 $3.38T AUM 44.17% 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

WealthTrak Capital Management's EFX Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Equifax (EFX) in Q3 2025, closing a stake of 13 shares — an estimated $3.37K sold.

WealthTrak Capital Management first reported a position in EFX in Q4 2024 and held it in 3 quarters. The position peaked at $3.37K in Q2 2025. 857 funds tracked by Wall St. Rank hold EFX as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Equifax position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 13 Equifax shares in Q3 2025, an estimated $3.37K.
  • WealthTrak Capital Management first reported a position in Equifax in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Equifax position peaked at $3.37K in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Equifax as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.