Mackenzie Financial
EFX icon

Mackenzie Financial’s Equifax EFX Stock Holding History

Mackenzie Financial’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 		$39.6M Buy
220,151
+13,778
+7% +$2.74M 0.05% 293
2025
Q4 		$45.5M Buy
206,373
+57,299
+38% +$12.5M 0.05% 271
2025
Q3 		$38.2M Sell
149,074
-36,781
-20% -$9.24M 0.05% 287
2025
Q2 		$48.2M Buy
185,855
+28,898
+18% +$7.35M 0.06% 234
2025
Q1 		$38.2M Sell
156,957
-39,791
-20% -$10M 0.05% 252
2024
Q4 		$50.1M Buy
196,748
+42,308
+27% +$11.3M 0.07% 222
2024
Q3 		$45.4M Sell
154,440
-33,344
-18% -$9.4M 0.06% 235
2024
Q2 		$45.5M Sell
187,784
-317,815
-63% -$75.8M 0.07% 224
2024
Q1 		$135M Sell
505,599
-16,670
-3% -$4.24M 0.19% 119
2023
Q4 		$129M Sell
522,269
-5,191
-1% -$1.05M 0.19% 121
2023
Q3 		$94.2M Sell
527,460
-15,948
-3% -$3.26M 0.16% 134
2023
Q2 		$125M Sell
543,408
-217,901
-29% -$45.9M 0.19% 128
2023
Q1 		$154M Sell
761,309
-22,701
-3% -$4.73M 0.24% 104
2022
Q4 		$152M Sell
784,010
-2,315
-0.3% -$423K 0.25% 97
2022
Q3 		$135M Sell
786,325
-109,429
-12% -$21.4M 0.23% 107
2022
Q2 		$164M Sell
895,754
-1,824,060
-67% -$365M 0.26% 96
2022
Q1 		$645M Buy
2,719,814
+121,484
+5% +$28.6M 0.86% 25
2021
Q4 		$761M Buy
2,598,330
+124,344
+5% +$34.6M 1.03% 19
2021
Q3 		$627M Sell
2,473,986
-209,255
-8% -$54.4M 0.89% 26
2021
Q2 		$643M Sell
2,683,241
-686,314
-20% -$153M 0.89% 27
2021
Q1 		$610M Buy
3,369,555
+314,766
+10% +$55.6M 0.93% 25
2020
Q4 		$589M Buy
3,054,789
+308,570
+11% +$51.9M 1.27% 12
2020
Q3 		$431M Buy
2,746,219
+1,306,693
+91% +$214M 1.07% 19
2020
Q2 		$247M Sell
1,439,526
-81,327
-5% -$12M 0.66% 39
2020
Q1 		$182M Sell
1,520,853
-689,214
-31% -$100M 0.58% 45
2019
Q4 		$310M Buy
2,210,067
+196,715
+10% +$27.3M 0.76% 32
2019
Q3 		$283M Sell
2,013,352
-318,163
-14% -$44.8M 0.74% 33
2019
Q2 		$315M Sell
2,331,515
-128,870
-5% -$16.2M 0.81% 28
2019
Q1 		$292M Sell
2,460,385
-304,506
-11% -$32.5M 0.7% 33
2018
Q4 		$257M Buy
2,764,891
+851,486
+45% +$90.6M 0.68% 32
2018
Q3 		$250M Buy
1,913,405
+22,228
+1% +$2.9M 0.61% 40
2018
Q2 		$237M Buy
1,891,177
+745,587
+65% +$88.4M 0.6% 42
2018
Q1 		$135M Buy
1,145,590
+172,180
+18% +$20.7M 0.34% 65
2017
Q4 		$115M Buy
973,410
+717,320
+280% +$80.6M 0.28% 72
2017
Q3 		$27.1M Sell
256,090
-149,018
-37% -$19.7M 0.15% 162
2017
Q2 		$55.7M Buy
405,108
+195,448
+93% +$26.8M 0.31% 94
2017
Q1 		$28.7M Buy
+209,660
New +$26.7M 0.17% 150
2016
Q4 		– Sell
-4,879
Closed -$657K – 664
2016
Q3 		$657K Sell
4,879
-6,700
-58% -$888K ﹤0.01% 468
2016
Q2 		$1.49M Buy
11,579
+6,700
+137% +$811K 0.01% 507
2016
Q1 		$558K Hold
4,879
– – 0.01% 636
2015
Q4 		$543K Buy
+4,879
New +$527K ﹤0.01% 649

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Mackenzie Financial's EFX Position: Q1 2026 in Review

Mackenzie Financial increased its Equifax (EFX) stake by 6.7% in Q1 2026, buying an estimated $2.74M and bringing the position to 220,151 shares worth $39.6M. The position accounts for 0.05% of the portfolio, ranked #293.

Mackenzie Financial first reported a position in EFX in Q4 2015 and has held it in 41 quarters since. The position peaked at $761M in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Mackenzie Financial held 220,151 shares of Equifax worth $39.6M as of Q1 2026.
  • Mackenzie Financial bought 13,778 Equifax shares in Q1 2026, an estimated $2.74M.
  • Equifax made up 0.05% of Mackenzie Financial's portfolio in Q1 2026, its #293 holding.
  • Mackenzie Financial first reported a position in Equifax in Q4 2015 and has held it in 41 quarters since.
  • Mackenzie Financial's Equifax position peaked at $761M in Q4 2021.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.