JA
EFX icon

John Armitage’s Equifax EFX Stock Holding History

John Armitage’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 		$235M Buy
+1,481,188
New +$252M 2.27% 14
2019
Q4 		– Sell
-1,051,935
Closed -$148M – 37
2019
Q3 		$148M Buy
1,051,935
+287,411
+38% +$40.5M 1.06% 27
2019
Q2 		$103M Buy
+764,524
New +$95.9M 0.76% 27

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

John Armitage's EFX Position: Q2 2026 in Review

John Armitage opened a new position in Equifax (EFX) in Q2 2026: 1,481,188 shares worth $235M. The stake represents 2.27% of the portfolio and ranks #14 among its holdings. This is a return to the name: John Armitage previously reported a position in EFX as recently as Q3 2019.

John Armitage first reported a position in EFX in Q2 2019 and has held it in 3 quarters since. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • John Armitage held 1,481,188 shares of Equifax worth $235M as of Q2 2026.
  • Equifax was a new John Armitage position in Q2 2026.
  • Equifax made up 2.27% of John Armitage's portfolio in Q2 2026, its #14 holding.
  • John Armitage first reported a position in Equifax in Q2 2019 and has held it in 3 quarters since.
  • 830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.