Whittier Trust’s Equifax EFX Stock Holding History

Whittier 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 Q1	$149K	Sell	816 -149	-15%	-$29.6K	﹤0.01%	645
2025 Q4	$205K	Sell	965 -7	-0.7%	-$1.53K	﹤0.01%	592
2025 Q3	$230K	Sell	972 -2	-0.2%	-$503	﹤0.01%	564
2025 Q2	$253K	Buy	974 +306	+46%	+$77.8K	﹤0.01%	610
2025 Q1	$163K	Sell	668 -15	-2%	-$3.77K	﹤0.01%	689
2024 Q4	$174K	Sell	683 -10	-1%	-$2.68K	﹤0.01%	687
2024 Q3	$204K	Buy	693 +24	+4%	+$6.77K	﹤0.01%	677
2024 Q2	$162K	Hold	669	–	–	﹤0.01%	681
2024 Q1	$179K	Hold	669	–	–	﹤0.01%	669
2023 Q4	$165K	Sell	669 -34	-5%	-$6.9K	﹤0.01%	672
2023 Q3	$129K	Buy	703 +35	+5%	+$7.15K	﹤0.01%	710
2023 Q2	$157K	Hold	668	–	–	﹤0.01%	683
2023 Q1	$135K	Hold	668	–	–	﹤0.01%	738
2022 Q4	$130K	Sell	668 -3	-0.4%	-$548	﹤0.01%	752
2022 Q3	$115K	Sell	671 -1,000	-60%	-$196K	﹤0.01%	761
2022 Q2	$305K	Hold	1,671	–	–	0.01%	550
2022 Q1	$396K	Buy	1,671 +3	+0.2%	+$707	0.01%	534
2021 Q4	$488K	Buy	1,668 +456	+38%	+$127K	0.01%	489
2021 Q3	$307K	Sell	1,212 -165	-12%	-$42.9K	0.01%	559
2021 Q2	$330K	Hold	1,377	–	–	0.01%	550
2021 Q1	$249K	Sell	1,377 -24	-2%	-$4.24K	﹤0.01%	599
2020 Q4	$271K	Buy	1,401 +165	+13%	+$27.7K	0.01%	539
2020 Q3	$194K	Hold	1,236	–	–	﹤0.01%	575
2020 Q2	$212K	Sell	1,236 -9	-0.7%	-$1.33K	0.01%	535
2020 Q1	$149K	Buy	1,245 +24	+2%	+$3.49K	﹤0.01%	580
2019 Q4	$171K	Hold	1,221	–	–	﹤0.01%	586
2019 Q3	$172K	Buy	1,221 +212	+21%	+$29.9K	﹤0.01%	574
2019 Q2	$136K	Hold	1,009	–	–	﹤0.01%	598
2019 Q1	$120K	Buy	1,009 +9	+0.9%	+$961	﹤0.01%	619
2018 Q4	$93K	Hold	1,000	–	–	﹤0.01%	647
2018 Q3	$131K	Hold	1,000	–	–	﹤0.01%	587
2018 Q2	$125K	Hold	1,000	–	–	﹤0.01%	586
2018 Q1	$118K	Hold	1,000	–	–	﹤0.01%	611
2017 Q4	$118K	Hold	1,000	–	–	﹤0.01%	592
2017 Q3	$106K	Hold	1,000	–	–	﹤0.01%	598
2017 Q2	$137K	Hold	1,000	–	–	0.01%	526
2017 Q1	$137K	Hold	1,000	–	–	0.01%	528
2016 Q4	$118K	Hold	1,000	–	–	0.01%	552
2016 Q3	$135K	Hold	1,000	–	–	0.01%	517
2016 Q2	$128K	Hold	1,000	–	–	0.01%	538
2016 Q1	$114K	Hold	1,000	–	–	0.01%	560
2015 Q4	$111K	Hold	1,000	–	–	0.01%	568
2015 Q3	$97K	Hold	1,000	–	–	﹤0.01%	584
2015 Q2	$97K	Hold	1,000	–	–	﹤0.01%	604
2015 Q1	$93K	Hold	1,000	–	–	﹤0.01%	606
2014 Q4	$81K	Hold	1,000	–	–	﹤0.01%	581
2014 Q3	$75K	Hold	1,000	–	–	﹤0.01%	589
2014 Q2	$73K	Hold	1,000	–	–	﹤0.01%	598
2014 Q1	$68K	Hold	1,000	–	–	﹤0.01%	614
2013 Q4	$69K	Hold	1,000	–	–	﹤0.01%	613
2013 Q3	$60K	Hold	1,000	–	–	﹤0.01%	633
2013 Q2	$59K	Buy	+1,000	New	+$60.3K	﹤0.01%	628

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Whittier Trust's EFX Position: Q1 2026 in Review

Whittier Trust reduced its Equifax (EFX) stake by 15% in Q1 2026, selling an estimated $29.6K and leaving 816 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Whittier Trust first reported a position in EFX in Q2 2013 and has held it in 52 quarters since. The position peaked at $488K in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Whittier Trust held 816 shares of Equifax worth $149K as of Q1 2026.
Whittier Trust sold 149 Equifax shares in Q1 2026, an estimated $29.6K.
Equifax made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #645 holding.
Whittier Trust first reported a position in Equifax in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Equifax position peaked at $488K in Q4 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.