HM Payson & Co’s Equifax EFX Stock Holding History

HM Payson & 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 Q2	$48.6K	Hold	306	–	–	﹤0.01%	714
2026 Q1	$55.1K	Sell	306 -1,716	-85%	-$341K	﹤0.01%	663
2025 Q4	$439K	Hold	2,022	–	–	0.01%	309
2025 Q3	$519K	Hold	2,022	–	–	0.01%	286
2025 Q2	$524K	Buy	2,022 +121	+6%	+$30.8K	0.01%	281
2025 Q1	$463K	Buy	1,901 +185	+11%	+$46.5K	0.01%	291
2024 Q4	$437K	Sell	1,716 -5	-0.3%	-$1.34K	0.01%	296
2024 Q3	$506K	Buy	1,721 +5	+0.3%	+$1.41K	0.01%	285
2024 Q2	$416K	Hold	1,716	–	–	0.01%	303
2024 Q1	$459K	Hold	1,716	–	–	0.01%	294
2023 Q4	$424K	Hold	1,716	–	–	0.01%	290
2023 Q3	$314K	Hold	1,716	–	–	0.01%	318
2023 Q2	$404K	Hold	1,716	–	–	0.01%	284
2023 Q1	$348K	Sell	1,716 -11	-0.6%	-$2.29K	0.01%	301
2022 Q4	$336K	Sell	1,727 -32	-2%	-$5.85K	0.01%	298
2022 Q3	$302K	Hold	1,759	–	–	0.01%	305
2022 Q2	$322K	Buy	1,759 +36	+2%	+$7.21K	0.01%	305
2022 Q1	$409K	Hold	1,723	–	–	0.01%	292
2021 Q4	$504K	Sell	1,723 -12	-0.7%	-$3.34K	0.01%	275
2021 Q3	$440K	Hold	1,735	–	–	0.01%	288
2021 Q2	$416K	Hold	1,735	–	–	0.01%	291
2021 Q1	$314K	Sell	1,735 -493	-22%	-$87.1K	0.01%	322
2020 Q4	$430K	Hold	2,228	–	–	0.01%	281
2020 Q3	$350K	Buy	2,228 +12	+0.5%	+$1.97K	0.01%	284
2020 Q2	$381K	Hold	2,216	–	–	0.01%	261
2020 Q1	$265K	Hold	2,216	–	–	0.01%	279
2019 Q4	$311K	Hold	2,216	–	–	0.01%	320
2019 Q3	$312K	Hold	2,216	–	–	0.01%	319
2019 Q2	$300K	Buy	+2,216	New	+$278K	0.01%	326
2018 Q4	–	Sell	-2,242	Closed	-$293K	–	204
2018 Q3	$293K	Hold	2,242	–	–	0.01%	277
2018 Q2	$280K	Buy	2,242 +26	+1%	+$3.08K	0.01%	285
2018 Q1	$261K	Hold	2,216	–	–	0.01%	289
2017 Q4	$261K	Hold	2,216	–	–	0.01%	300
2017 Q3	$235K	Hold	2,216	–	–	0.01%	294
2017 Q2	$305K	Hold	2,216	–	–	0.01%	276
2017 Q1	$303K	Hold	2,216	–	–	0.01%	270
2016 Q4	$262K	Hold	2,216	–	–	0.01%	286
2016 Q3	$298K	Hold	2,216	–	–	0.01%	259
2016 Q2	$285K	Hold	2,216	–	–	0.01%	268
2016 Q1	$253K	Hold	2,216	–	–	0.01%	274
2015 Q4	$247K	Hold	2,216	–	–	0.01%	280
2015 Q3	$215K	Hold	2,216	–	–	0.01%	275
2015 Q2	$215K	Hold	2,216	–	–	0.01%	281
2015 Q1	$206K	Buy	+2,216	New	+$197K	0.01%	282

Other funds holding EFX

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HM Payson & Co's EFX Position: Q2 2026 in Review

HM Payson & Co held its Equifax (EFX) position steady in Q2 2026 at 306 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

HM Payson & Co first reported a position in EFX in Q1 2015 and has held it in 44 quarters since. The position peaked at $524K in Q2 2025. 150 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

HM Payson & Co held 306 shares of Equifax worth $48.6K as of Q2 2026.
HM Payson & Co left its Equifax share count unchanged in Q2 2026.
Equifax made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #714 holding.
HM Payson & Co first reported a position in Equifax in Q1 2015 and has held it in 44 quarters since.
HM Payson & Co's Equifax position peaked at $524K in Q2 2025.
150 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.