MG
EFX icon

Mather Group’s Equifax EFX Stock Holding History

Mather Group’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 		$243K Buy
+1,350
New +$268K ﹤0.01% 682
2025
Q4 		– Sell
-738
Closed -$189K – 926
2025
Q3 		$189K Buy
+738
New +$185K ﹤0.01% 635
2025
Q2 		– Sell
-608
Closed -$148K – 924
2025
Q1 		$148K Sell
608
-30
-5% -$7.54K ﹤0.01% 667
2024
Q4 		$163K Buy
638
+4
+0.6% +$1.07K ﹤0.01% 626
2024
Q3 		$186K Buy
634
+9
+1% +$2.54K ﹤0.01% 599
2024
Q2 		$167K Buy
625
+183
+41% +$43.7K ﹤0.01% 657
2024
Q1 		$109K Buy
+442
New +$112K ﹤0.01% 681

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

Mather Group's EFX Position: Q1 2026 in Review

Mather Group opened a new position in Equifax (EFX) in Q1 2026: 1,350 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Mather Group previously reported a position in EFX as recently as Q3 2025.

Mather Group first reported a position in EFX in Q1 2024 and has held it in 7 quarters since. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Mather Group held 1,350 shares of Equifax worth $243K as of Q1 2026.
  • Equifax was a new Mather Group position in Q1 2026.
  • Equifax made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #682 holding.
  • Mather Group first reported a position in Equifax in Q1 2024 and has held it in 7 quarters since.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.