Bank of Montreal’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5M | Sell |
69,259
-11,746
| -15% | -$2.33M | ﹤0.01% | 1008 |
|
|
2025
Q4 | $17.6M | Buy |
81,005
+7,284
| +10% | +$1.6M | 0.01% | 895 |
|
|
2025
Q3 | $18.9M | Buy |
73,721
+10,527
| +17% | +$2.65M | 0.01% | 803 |
|
|
2025
Q2 | $16.4M | Sell |
63,194
-22,346
| -26% | -$5.68M | 0.01% | 808 |
|
|
2025
Q1 | $20.8M | Sell |
85,540
-17,770
| -17% | -$4.47M | 0.01% | 693 |
|
|
2024
Q4 | $26.3M | Buy |
103,310
+9,515
| +10% | +$2.55M | 0.01% | 645 |
|
|
2024
Q3 | $27.2M | Buy |
93,795
+1,748
| +2% | +$493K | 0.01% | 670 |
|
|
2024
Q2 | $22.3M | Buy |
92,047
+727
| +0.8% | +$173K | 0.01% | 727 |
|
|
2024
Q1 | $24.7M | Sell |
91,320
-10,174
| -10% | -$2.59M | 0.01% | 675 |
|
|
2023
Q4 | $25.4M | Buy |
101,494
+32,103
| +46% | +$6.51M | 0.01% | 704 |
|
|
2023
Q3 | $13.7M | Buy |
69,391
+11,088
| +19% | +$2.26M | ﹤0.01% | 858 |
|
|
2023
Q2 | $13.8M | Buy |
58,303
+9,806
| +20% | +$2.06M | ﹤0.01% | 881 |
|
|
2023
Q1 | $9.84M | Sell |
48,497
-20,005
| -29% | -$4.16M | ﹤0.01% | 956 |
|
|
2022
Q4 | $13.3M | Buy |
68,502
+11,900
| +21% | +$2.17M | 0.01% | 852 |
|
|
2022
Q3 | $9.75K | Sell |
56,602
-65,517
| -54% | -$12.8M | ﹤0.01% | 1004 |
|
|
2022
Q2 | $22.4K | Buy |
122,119
+67,334
| +123% | +$13.5M | 0.01% | 715 |
|
|
2022
Q1 | $13.1M | Sell |
54,785
-17,621
| -24% | -$4.15M | 0.01% | 1016 |
|
|
2021
Q4 | $21.2M | Sell |
72,406
-46,606
| -39% | -$13M | 0.01% | 719 |
|
|
2021
Q3 | $30.6M | Buy |
119,012
+325
| +0.3% | +$84.5K | 0.01% | 738 |
|
|
2021
Q2 | $28.4M | Buy |
118,687
+36,858
| +45% | +$8.24M | 0.01% | 737 |
|
|
2021
Q1 | $15M | Sell |
81,829
-33,685
| -29% | -$5.95M | 0.01% | 804 |
|
|
2020
Q4 | $21.3M | Buy |
115,514
+10,028
| +10% | +$1.69M | 0.01% | 675 |
|
|
2020
Q3 | $16.6M | Sell |
105,486
-50,788
| -32% | -$8.32M | 0.01% | 654 |
|
|
2020
Q2 | $25.3M | Buy |
156,274
+62,308
| +66% | +$9.23M | 0.02% | 513 |
|
|
2020
Q1 | $10.3M | Sell |
93,966
-2,102
| -2% | -$306K | 0.01% | 700 |
|
|
2019
Q4 | $13.5M | Buy |
96,068
+23,737
| +33% | +$3.29M | 0.01% | 839 |
|
|
2019
Q3 | $10.2M | Buy |
72,331
+17,146
| +31% | +$2.42M | 0.01% | 874 |
|
|
2019
Q2 | $7.46M | Buy |
55,185
+11,836
| +27% | +$1.48M | 0.01% | 1026 |
|
|
2019
Q1 | $5.14M | Sell |
43,349
-7,931
| -15% | -$847K | ﹤0.01% | 1151 |
|
|
2018
Q4 | $4.78M | Sell |
51,280
-19,315
| -27% | -$2.06M | ﹤0.01% | 1090 |
|
|
2018
Q3 | $9.22M | Buy |
70,595
+21,186
| +43% | +$2.76M | 0.01% | 933 |
|
|
2018
Q2 | $6.18M | Sell |
49,409
-33,855
| -41% | -$4.01M | 0.01% | 1065 |
|
|
2018
Q1 | $9.81M | Buy |
83,264
+19,133
| +30% | +$2.3M | 0.01% | 865 |
|
|
2017
Q4 | $7.56M | Sell |
64,131
-2,338
| -4% | -$263K | 0.01% | 964 |
|
|
2017
Q3 | $7.05M | Sell |
66,469
-5,981
| -8% | -$791K | 0.01% | 1000 |
|
|
2017
Q2 | $9.96M | Buy |
72,450
+13,108
| +22% | +$1.8M | 0.01% | 854 |
|
|
2017
Q1 | $8.11M | Buy |
59,342
+19,007
| +47% | +$2.42M | 0.01% | 886 |
|
|
2016
Q4 | $4.62M | Buy |
40,335
+2,017
| +5% | +$247K | ﹤0.01% | 1125 |
|
|
2016
Q3 | $5.16M | Sell |
38,318
-3,432
| -8% | -$455K | 0.01% | 1088 |
|
|
2016
Q2 | $5.36M | Sell |
41,750
-1,350
| -3% | -$164K | 0.01% | 1074 |
|
|
2016
Q1 | $4.93M | Sell |
43,100
-92,169
| -68% | -$9.7M | 0.01% | 1044 |
|
|
2015
Q4 | $15.1M | Buy |
135,269
+55,269
| +69% | +$5.97M | 0.02% | 588 |
|
|
2015
Q3 | $7.78M | Buy |
80,000
+11,572
| +17% | +$1.15M | 0.01% | 810 |
|
|
2015
Q2 | $6.64M | Buy |
68,428
+33,010
| +93% | +$3.22M | 0.01% | 977 |
|
|
2015
Q1 | $3.29M | Sell |
35,418
-26,444
| -43% | -$2.35M | ﹤0.01% | 1174 |
|
|
2014
Q4 | $5M | Sell |
61,862
-75,976
| -55% | -$5.88M | 0.01% | 1040 |
|
|
2014
Q3 | $10.3M | Sell |
137,838
-15,034
| -10% | -$1.14M | 0.01% | 789 |
|
|
2014
Q2 | $11.1M | Buy |
152,872
+123,601
| +422% | +$8.67M | 0.01% | 766 |
|
|
2014
Q1 | $1.99M | Sell |
29,271
-2,040
| -7% | -$143K | ﹤0.01% | 1338 |
|
|
2013
Q4 | $2.16M | Sell |
31,311
-22,564
| -42% | -$1.47M | ﹤0.01% | 1157 |
|
|
2013
Q3 | $3.23M | Sell |
53,875
-35,293
| -40% | -$2.17M | 0.01% | 950 |
|
|
2013
Q2 | $5.25M | Buy |
+89,168
| New | +$5.38M | 0.01% | 717 |
|
Other funds holding EFX
VCM
VPM
SCP
Bank of Montreal's EFX Position: Q1 2026 in Review
Bank of Montreal reduced its Equifax (EFX) stake by 15% in Q1 2026, selling an estimated $2.33M and leaving 69,259 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1008.
Bank of Montreal first reported a position in EFX in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.6M in Q3 2021. 872 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- Bank of Montreal held 69,259 shares of Equifax worth $12.5M as of Q1 2026.
- Bank of Montreal sold 11,746 Equifax shares in Q1 2026, an estimated $2.33M.
- Equifax made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1008 holding.
- Bank of Montreal first reported a position in Equifax in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Equifax position peaked at $30.6M in Q3 2021.
- 872 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.