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Meridian Wealth Management’s Equifax EFX Stock Holding History

Meridian Wealth Management’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 		– Sell
-1,155
Closed -$208K – 837
2026
Q1 		$208K Buy
1,155
+22
+2% +$4.37K 0.01% 743
2025
Q4 		$246K Buy
1,133
+1
+0.1% +$219 0.01% 670
2025
Q3 		$290K Buy
1,132
+5
+0.4% +$1.26K 0.01% 587
2025
Q2 		$292K Buy
1,127
+1
+0.1% +$254 0.01% 566
2025
Q1 		$274K Buy
1,126
+2
+0.2% +$503 0.01% 535
2024
Q4 		$286K Buy
1,124
+2
+0.2% +$536 0.01% 526
2024
Q3 		$330K Buy
+1,122
New +$316K 0.02% 496
2024
Q2 		– Sell
-1,118
Closed -$299K – 356
2024
Q1 		$299K Buy
1,118
+2
+0.2% +$509 0.05% 169
2023
Q4 		$276K Sell
1,116
-1,080
-49% -$219K 0.02% 512
2023
Q3 		$402K Buy
2,196
+1,101
+101% +$225K 0.02% 406
2023
Q2 		$258K Buy
1,095
+1
+0.1% +$210 0.02% 465
2023
Q1 		$222K Buy
1,094
+18
+2% +$3.75K 0.02% 491
2022
Q4 		$209K Buy
+1,076
New +$197K 0.02% 482

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

Meridian Wealth Management's EFX Position: Q2 2026 in Review

Meridian Wealth Management sold out of Equifax (EFX) in Q2 2026, closing a stake of 1,155 shares — an estimated $208K sold.

Meridian Wealth Management first reported a position in EFX in Q4 2022 and held it in 13 quarters. The position peaked at $402K in Q3 2023. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Meridian Wealth Management reported no remaining Equifax position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 1,155 Equifax shares in Q2 2026, an estimated $208K.
  • Meridian Wealth Management first reported a position in Equifax in Q4 2022 and held it in 13 quarters.
  • Meridian Wealth Management's Equifax position peaked at $402K in Q3 2023.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.