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B. Metzler seel. Sohn & Co’s Equifax EFX Stock Holding History

B. Metzler seel. Sohn & Co’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 		$525K Sell
2,916
-37,594
-93% -$7.47M ﹤0.01% 635
2025
Q4 		$8.83M Sell
40,510
-2,250
-5% -$493K 0.08% 132
2025
Q3 		$11M Sell
42,760
-2,000
-4% -$503K 0.1% 107
2025
Q2 		$11.6M Buy
44,760
+1,350
+3% +$343K 0.11% 95
2025
Q1 		$10.6M Sell
43,410
-56
-0.1% -$14.1K 0.11% 97
2024
Q4 		$11.1M Sell
43,466
-800
-2% -$214K 0.11% 96
2024
Q3 		$13M Buy
44,266
+8,141
+23% +$2.3M 0.13% 98
2024
Q2 		$8.76M Buy
36,125
+17,022
+89% +$4.06M 0.08% 112
2024
Q1 		$5.11M Sell
19,103
-16,647
-47% -$4.24M 0.06% 182
2023
Q4 		$8.84M Sell
35,750
-12,024
-25% -$2.44M 0.11% 106
2023
Q3 		$8.75M Sell
47,774
-31,171
-39% -$6.36M 0.13% 98
2023
Q2 		$18.6M Buy
78,945
+74,607
+1,720% +$15.7M 0.25% 57
2023
Q1 		$880K Buy
4,338
+745
+21% +$155K 0.01% 459
2022
Q4 		$698K Sell
3,593
-101
-3% -$18.5K 0.01% 494
2022
Q3 		$633K Sell
3,694
-566
-13% -$111K 0.01% 507
2022
Q2 		$779K Hold
4,260
– – 0.01% 491
2022
Q1 		$1.01M Sell
4,260
-180
-4% -$42.4K 0.01% 473
2021
Q4 		$1.29M Sell
4,440
-149
-3% -$41.5K 0.02% 395
2021
Q3 		$1.16M Hold
4,589
– – 0.02% 407
2021
Q2 		$1.1M Hold
4,589
– – 0.02% 414
2021
Q1 		$831K Buy
4,589
+274
+6% +$48.4K 0.01% 451
2020
Q4 		$825K Buy
+4,315
New +$725K 0.02% 436

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

B. Metzler seel. Sohn & Co's EFX Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Equifax (EFX) stake by 93% in Q1 2026, selling an estimated $7.47M and leaving 2,916 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

B. Metzler seel. Sohn & Co first reported a position in EFX in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.6M in Q2 2023. 874 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • B. Metzler seel. Sohn & Co held 2,916 shares of Equifax worth $525K as of Q1 2026.
  • B. Metzler seel. Sohn & Co sold 37,594 Equifax shares in Q1 2026, an estimated $7.47M.
  • Equifax made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #635 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Equifax in Q4 2020 and has held it in 22 quarters since.
  • B. Metzler seel. Sohn & Co's Equifax position peaked at $18.6M in Q2 2023.
  • 874 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.