Winnow Wealth’s Equifax EFX Stock Holding History

Winnow Wealth’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	-4	Closed	-$799	–	324
2025 Q1	$799	Buy	4 +1	+33%	+$251	﹤0.01%	417
2024 Q4	$561	Buy	+3	New	+$804	﹤0.01%	419

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Winnow Wealth's EFX Position: Q2 2025 in Review

Winnow Wealth sold out of Equifax (EFX) in Q2 2025, closing a stake of 4 shares — an estimated $799 sold.

Winnow Wealth first reported a position in EFX in Q4 2024 and held it in 2 quarters. The position peaked at $799 in Q1 2025. 863 funds tracked by Wall St. Rank hold EFX as of Q2 2025.

Winnow Wealth reported no remaining Equifax position as of Q2 2025 after selling out during the quarter.
Winnow Wealth sold 4 Equifax shares in Q2 2025, an estimated $799.
Winnow Wealth first reported a position in Equifax in Q4 2024 and held it in 2 quarters.
Winnow Wealth's Equifax position peaked at $799 in Q1 2025.
863 funds tracked by Wall St. Rank held Equifax as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.