YWM
EFX icon

Yoder Wealth Management’s Equifax EFX Stock Holding History

Yoder Wealth 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
Q4 		– Sell
-791
Closed -$203K – 120
2025
Q3 		$203K Hold
791
– – 0.1% 114
2025
Q2 		$205K Buy
+791
New +$201K 0.11% 109
2025
Q1 		– Sell
-791
Closed -$202K – 110
2024
Q4 		$202K Hold
791
– – 0.11% 108
2024
Q3 		$232K Buy
+791
New +$223K 0.14% 102
2024
Q2 		– Sell
-791
Closed -$212K – 106
2024
Q1 		$212K Buy
+791
New +$201K 0.14% 98

Other funds holding EFX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Yoder Wealth Management's EFX Position: Q4 2025 in Review

Yoder Wealth Management sold out of Equifax (EFX) in Q4 2025, closing a stake of 791 shares — an estimated $203K sold.

Yoder Wealth Management first reported a position in EFX in Q1 2024 and held it in 5 quarters. The position peaked at $232K in Q3 2024. 896 funds tracked by Wall St. Rank hold EFX as of Q4 2025.

  • Yoder Wealth Management reported no remaining Equifax position as of Q4 2025 after selling out during the quarter.
  • Yoder Wealth Management sold 791 Equifax shares in Q4 2025, an estimated $203K.
  • Yoder Wealth Management first reported a position in Equifax in Q1 2024 and held it in 5 quarters.
  • Yoder Wealth Management's Equifax position peaked at $232K in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Equifax as of Q4 2025.

Based on Yoder Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.