MG
EFX icon

Meritage Group’s Equifax EFX Stock Holding History

Meritage 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
Q1 		$27.8M Sell
154,308
-11,180
-7% -$2.22M 1.05% 13
2025
Q4 		$35.9M Sell
165,488
-4,145
-2% -$908K 1.12% 10
2025
Q3 		$43.5M Buy
+169,633
New +$42.6M 1.24% 11
2025
Q2 		– Sell
-402,901
Closed -$98.1M – 17
2025
Q1 		$98.1M Buy
+402,901
New +$101M 2.7% 14
2018
Q3 		– Sell
-920,000
Closed -$115M – 25
2018
Q2 		$115M Buy
920,000
+12,304
+1% +$1.46M 1.93% 21
2018
Q1 		$107M Hold
907,696
– – 1.86% 17
2017
Q4 		$107M Buy
907,696
+429,132
+90% +$48.2M 1.8% 17
2017
Q3 		$50.7M Buy
+478,564
New +$63.3M 0.92% 16

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

Meritage Group's EFX Position: Q1 2026 in Review

Meritage Group reduced its Equifax (EFX) stake by 6.8% in Q1 2026, selling an estimated $2.22M and leaving 154,308 shares worth $27.8M. The position accounts for 1.05% of the portfolio, ranked #13.

Meritage Group first reported a position in EFX in Q3 2017 and has held it in 8 quarters since. The position peaked at $115M in Q2 2018. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Meritage Group held 154,308 shares of Equifax worth $27.8M as of Q1 2026.
  • Meritage Group sold 11,180 Equifax shares in Q1 2026, an estimated $2.22M.
  • Equifax made up 1.05% of Meritage Group's portfolio in Q1 2026, its #13 holding.
  • Meritage Group first reported a position in Equifax in Q3 2017 and has held it in 8 quarters since.
  • Meritage Group's Equifax position peaked at $115M in Q2 2018.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Meritage Group's 13F filing for Q1 2026, filed 14 May 2026.