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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
Q2 		$95.1K Sell
599
-751
-56% -$128K ﹤0.01% 959
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 $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 $3.38T AUM 44.17% 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

Mather Group's EFX Position: Q2 2026 in Review

Mather Group reduced its Equifax (EFX) stake by 56% in Q2 2026, selling an estimated $128K and leaving 599 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Mather Group first reported a position in EFX in Q1 2024 and has held it in 8 quarters since. The position peaked at $243K in Q1 2026. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Mather Group held 599 shares of Equifax worth $95.1K as of Q2 2026.
  • Mather Group sold 751 Equifax shares in Q2 2026, an estimated $128K.
  • Equifax made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #959 holding.
  • Mather Group first reported a position in Equifax in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Equifax position peaked at $243K in Q1 2026.
  • 838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.