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Meramec Financial Planners’s Equifax EFX Stock Holding History

Meramec Financial Planners’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 		$41.6K Buy
235
+11
+5% +$1.88K 0.02% 248
2026
Q1 		$44.5K Sell
224
-4
-2% -$794 0.02% 214
2025
Q4 		$44.6K Buy
+228
New +$49.9K 0.02% 218

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

Meramec Financial Planners's EFX Position: Q2 2026 in Review

Meramec Financial Planners increased its Equifax (EFX) stake by 4.9% in Q2 2026, buying an estimated $1.88K and bringing the position to 235 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #248.

Meramec Financial Planners first reported a position in EFX in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.6K in Q4 2025. 832 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Meramec Financial Planners held 235 shares of Equifax worth $41.6K as of Q2 2026.
  • Meramec Financial Planners bought 11 Equifax shares in Q2 2026, an estimated $1.88K.
  • Equifax made up 0.02% of Meramec Financial Planners's portfolio in Q2 2026, its #248 holding.
  • Meramec Financial Planners first reported a position in Equifax in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Equifax position peaked at $44.6K in Q4 2025.
  • 832 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.