MFG
EFX icon

Merit Financial Group’s Equifax EFX Stock Holding History

Merit Financial 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 		$1.3M Sell
8,200
-1,686
-17% -$287K 0.01% 944
2026
Q1 		$1.78M Buy
9,886
+8,206
+488% +$1.63M 0.01% 722
2025
Q4 		$365K Sell
1,680
-60
-3% -$13.1K ﹤0.01% 1455
2025
Q3 		$446K Buy
1,740
+319
+22% +$80.2K ﹤0.01% 1245
2025
Q2 		$369K Buy
1,421
+474
+50% +$121K ﹤0.01% 1236
2025
Q1 		$231K Buy
+947
New +$238K ﹤0.01% 1228

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Merit Financial Group's EFX Position: Q2 2026 in Review

Merit Financial Group reduced its Equifax (EFX) stake by 17% in Q2 2026, selling an estimated $287K and leaving 8,200 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #944.

Merit Financial Group first reported a position in EFX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.78M in Q1 2026. 148 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Merit Financial Group held 8,200 shares of Equifax worth $1.3M as of Q2 2026.
  • Merit Financial Group sold 1,686 Equifax shares in Q2 2026, an estimated $287K.
  • Equifax made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #944 holding.
  • Merit Financial Group first reported a position in Equifax in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's Equifax position peaked at $1.78M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.