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Meeder Advisory Services’s Equifax EFX Stock Holding History

Meeder Advisory Services’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 		$345K Sell
1,914
-51
-3% -$10.1K 0.01% 481
2025
Q4 		$426K Sell
1,965
-162
-8% -$35.5K 0.02% 429
2025
Q3 		$546K Sell
2,127
-1,013
-32% -$255K 0.03% 375
2025
Q2 		$814K Sell
3,140
-323
-9% -$82.2K 0.04% 294
2025
Q1 		$844K Sell
3,463
-354
-9% -$89K 0.05% 266
2024
Q4 		$973K Buy
3,817
+64
+2% +$17.1K 0.06% 238
2024
Q3 		$1.1M Buy
3,753
+870
+30% +$245K 0.07% 220
2024
Q2 		$699K Buy
2,883
+1,122
+64% +$268K 0.05% 272
2024
Q1 		$471K Buy
1,761
+295
+20% +$75.1K 0.05% 285
2023
Q4 		$363K Sell
1,466
-57
-4% -$11.6K 0.04% 314
2023
Q3 		$279K Sell
1,523
-607
-28% -$124K 0.04% 340
2023
Q2 		$501K Sell
2,130
-159
-7% -$33.5K 0.05% 281
2023
Q1 		$464K Sell
2,289
-537
-19% -$112K 0.05% 289
2022
Q4 		$549K Buy
+2,826
New +$516K 0.07% 252

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

Meeder Advisory Services's EFX Position: Q1 2026 in Review

Meeder Advisory Services reduced its Equifax (EFX) stake by 2.6% in Q1 2026, selling an estimated $10.1K and leaving 1,914 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #481.

Meeder Advisory Services first reported a position in EFX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Meeder Advisory Services held 1,914 shares of Equifax worth $345K as of Q1 2026.
  • Meeder Advisory Services sold 51 Equifax shares in Q1 2026, an estimated $10.1K.
  • Equifax made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #481 holding.
  • Meeder Advisory Services first reported a position in Equifax in Q4 2022 and has held it in 14 quarters since.
  • Meeder Advisory Services's Equifax position peaked at $1.1M in Q3 2024.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.