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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
Q2 		$24.6M Buy
155,295
+987
+0.6% +$168K 0.95% 12
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 $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

Meritage Group's EFX Position: Q2 2026 in Review

Meritage Group increased its Equifax (EFX) stake by 0.64% in Q2 2026, buying an estimated $168K and bringing the position to 155,295 shares worth $24.6M. The position accounts for 0.95% of the portfolio, ranked #12.

Meritage Group first reported a position in EFX in Q3 2017 and has held it in 9 quarters since. The position peaked at $115M in Q2 2018. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Meritage Group held 155,295 shares of Equifax worth $24.6M as of Q2 2026.
  • Meritage Group bought 987 Equifax shares in Q2 2026, an estimated $168K.
  • Equifax made up 0.95% of Meritage Group's portfolio in Q2 2026, its #12 holding.
  • Meritage Group first reported a position in Equifax in Q3 2017 and has held it in 9 quarters since.
  • Meritage Group's Equifax position peaked at $115M in Q2 2018.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Meritage Group's 13F filing for Q2 2026, filed 13 Aug 2026.