Schroder Investment Management Group’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $880K | Sell |
4,961
-1,771
| -26% | -$352K | ﹤0.01% | 1038 |
|
|
2025
Q4 | $1.49M | Sell |
6,732
-364
| -5% | -$79.7K | ﹤0.01% | 937 |
|
|
2025
Q3 | $1.81M | Sell |
7,096
-420
| -6% | -$106K | ﹤0.01% | 948 |
|
|
2025
Q2 | $1.95M | Sell |
7,516
-490
| -6% | -$125K | ﹤0.01% | 914 |
|
|
2025
Q1 | $1.92M | Buy |
8,006
+1,346
| +20% | +$338K | ﹤0.01% | 916 |
|
|
2024
Q4 | $1.7M | Sell |
6,660
-229
| -3% | -$61.4K | ﹤0.01% | 946 |
|
|
2024
Q3 | $2M | Sell |
6,889
-1,229
| -15% | -$347K | ﹤0.01% | 941 |
|
|
2024
Q2 | $1.97M | Buy |
8,118
+824
| +11% | +$197K | ﹤0.01% | 932 |
|
|
2024
Q1 | $1.95M | Buy |
7,294
+198
| +3% | +$50.4K | ﹤0.01% | 927 |
|
|
2023
Q4 | $1.75M | Hold |
7,096
| – | – | ﹤0.01% | 930 |
|
|
2023
Q3 | $1.3M | Buy |
7,096
+221
| +3% | +$45.1K | ﹤0.01% | 975 |
|
|
2023
Q2 | $1.62M | Sell |
6,875
-1,908
| -22% | -$402K | ﹤0.01% | 971 |
|
|
2023
Q1 | $1.78M | Buy |
8,783
+1,194
| +16% | +$249K | ﹤0.01% | 969 |
|
|
2022
Q4 | $1.47M | Sell |
7,589
-332
| -4% | -$60.7K | ﹤0.01% | 995 |
|
|
2022
Q3 | $1.36M | Buy |
7,921
+536
| +7% | +$105K | ﹤0.01% | 999 |
|
|
2022
Q2 | $1.33M | Buy |
7,385
+2,226
| +43% | +$445K | ﹤0.01% | 1032 |
|
|
2022
Q1 | $1.24M | Buy |
5,159
+2,475
| +92% | +$583K | ﹤0.01% | 1095 |
|
|
2021
Q4 | $786K | Sell |
2,684
-24,421
| -90% | -$6.8M | ﹤0.01% | 1067 |
|
|
2021
Q3 | $6.87M | Buy |
27,105
+21,739
| +405% | +$5.65M | 0.01% | 706 |
|
|
2021
Q2 | $1.28M | Sell |
5,366
-806
| -13% | -$180K | ﹤0.01% | 1094 |
|
|
2021
Q1 | $1.12M | Buy |
6,172
+3,664
| +146% | +$647K | ﹤0.01% | 1138 |
|
|
2020
Q4 | $484K | Sell |
2,508
-57
| -2% | -$9.58K | ﹤0.01% | 1203 |
|
|
2020
Q3 | $408K | Sell |
2,565
-40
| -2% | -$6.55K | ﹤0.01% | 1114 |
|
|
2020
Q2 | $447K | Buy |
2,605
+128
| +5% | +$19K | ﹤0.01% | 1013 |
|
|
2020
Q1 | $282K | Buy |
+2,477
| New | +$360K | ﹤0.01% | 1058 |
|
|
2019
Q2 | – | Sell |
-13,200
| Closed | -$1.56M | – | 1206 |
|
|
2019
Q1 | $1.56M | Sell |
13,200
-180,573
| -93% | -$19.3M | ﹤0.01% | 840 |
|
|
2018
Q4 | $18K | Sell |
193,773
-3,150
| -2% | -$335K | 0.03% | 458 |
|
|
2018
Q3 | $25.7M | Sell |
196,923
-500
| -0.3% | -$65.1K | 0.04% | 434 |
|
|
2018
Q2 | $24.9M | Sell |
197,423
-31,400
| -14% | -$3.72M | 0.04% | 413 |
|
|
2018
Q1 | $27M | Sell |
228,823
-36,577
| -14% | -$4.39M | 0.05% | 392 |
|
|
2017
Q4 | $31.3M | Buy |
265,400
+219,500
| +478% | +$24.7M | 0.05% | 388 |
|
|
2017
Q3 | $4.88M | Hold |
45,900
| – | – | 0.01% | 762 |
|
|
2017
Q2 | $6.29M | Sell |
45,900
-15,000
| -25% | -$2.06M | 0.01% | 695 |
|
|
2017
Q1 | $8.32M | Sell |
60,900
-67,900
| -53% | -$8.64M | 0.01% | 635 |
|
|
2016
Q4 | $15.2M | Sell |
128,800
-19,300
| -13% | -$2.36M | 0.03% | 557 |
|
|
2016
Q3 | $19.9M | Buy |
148,100
+5,756
| +4% | +$763K | 0.04% | 480 |
|
|
2016
Q2 | $18.3M | Sell |
142,344
-69,956
| -33% | -$8.47M | 0.04% | 483 |
|
|
2016
Q1 | $24.2M | Buy |
212,300
+88,500
| +71% | +$9.31M | 0.05% | 410 |
|
|
2015
Q4 | $13.8M | Sell |
123,800
-5,900
| -5% | -$637K | 0.03% | 562 |
|
|
2015
Q3 | $12.6M | Buy |
129,700
+128,200
| +8,547% | +$12.7M | 0.03% | 556 |
|
|
2015
Q2 | $146K | Hold |
1,500
| – | – | ﹤0.01% | 1062 |
|
|
2015
Q1 | $138K | Sell |
1,500
-65,268
| -98% | -$5.79M | ﹤0.01% | 1095 |
|
|
2014
Q4 | $5.4M | Buy |
66,768
+56,264
| +536% | +$4.35M | 0.01% | 776 |
|
|
2014
Q3 | $785K | Sell |
10,504
-22,400
| -68% | -$1.71M | ﹤0.01% | 1042 |
|
|
2014
Q2 | $2.39M | Sell |
32,904
-139,900
| -81% | -$9.82M | ﹤0.01% | 868 |
|
|
2014
Q1 | $11.8M | Sell |
172,804
-9,700
| -5% | -$678K | 0.01% | 593 |
|
|
2013
Q4 | $12.6M | Sell |
182,504
-1,900
| -1% | -$124K | 0.02% | 587 |
|
|
2013
Q3 | $11M | Buy |
184,404
+47,800
| +35% | +$2.94M | 0.03% | 611 |
|
|
2013
Q2 | $8.05M | Buy |
+136,604
| New | +$8.24M | 0.02% | 632 |
|
Other funds holding EFX
VCM
VPM
SCP
Schroder Investment Management Group's EFX Position: Q1 2026 in Review
Schroder Investment Management Group reduced its Equifax (EFX) stake by 26% in Q1 2026, selling an estimated $352K and leaving 4,961 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.
Schroder Investment Management Group first reported a position in EFX in Q2 2013 and has held it in 49 quarters since. The position peaked at $31.3M in Q4 2017. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- Schroder Investment Management Group held 4,961 shares of Equifax worth $880K as of Q1 2026.
- Schroder Investment Management Group sold 1,771 Equifax shares in Q1 2026, an estimated $352K.
- Equifax made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #1038 holding.
- Schroder Investment Management Group first reported a position in Equifax in Q2 2013 and has held it in 49 quarters since.
- Schroder Investment Management Group's Equifax position peaked at $31.3M in Q4 2017.
- 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.