SOMRS
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State of Michigan Retirement System’s Equifax EFX Stock Holding History

State of Michigan Retirement System’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 		$5.67M Sell
31,478
-600
-2% -$119K 0.03% 404
2025
Q4 		$6.96M Sell
32,078
-1,400
-4% -$307K 0.03% 356
2025
Q3 		$8.59M Sell
33,478
-300
-0.9% -$75.4K 0.04% 320
2025
Q2 		$8.76M Buy
33,778
+100
+0.3% +$25.4K 0.05% 308
2025
Q1 		$8.2M Hold
33,678
– – 0.05% 308
2024
Q4 		$8.58M Hold
33,678
– – 0.04% 310
2024
Q3 		$9.9M Sell
33,678
-200
-0.6% -$56.4K 0.05% 289
2024
Q2 		$8.21M Buy
33,878
+100
+0.3% +$23.9K 0.04% 307
2024
Q1 		$9.04M Hold
33,778
– – 0.05% 289
2023
Q4 		$8.35M Buy
33,778
+100
+0.3% +$20.3K 0.05% 297
2023
Q3 		$6.17M Hold
33,678
– – 0.04% 330
2023
Q2 		$7.92M Hold
33,678
– – 0.05% 302
2023
Q1 		$6.83M Buy
33,678
+400
+1% +$83.3K 0.04% 324
2022
Q4 		$6.47M Buy
33,278
+200
+0.6% +$36.6K 0.05% 328
2022
Q3 		$5.67M Buy
33,078
+100
+0.3% +$19.6K 0.04% 335
2022
Q2 		$6.03M Buy
32,978
+2,200
+7% +$440K 0.04% 332
2022
Q1 		$7.3M Buy
30,778
+97
+0.3% +$22.9K 0.04% 318
2021
Q4 		$8.98M Buy
30,681
+100
+0.3% +$27.8K 0.05% 280
2021
Q3 		$7.75M Hold
30,581
– – 0.04% 292
2021
Q2 		$7.32M Hold
30,581
– – 0.04% 324
2021
Q1 		$5.54M Hold
30,581
– – 0.04% 360
2020
Q4 		$5.9M Sell
30,581
-40,400
-57% -$6.79M 0.04% 341
2020
Q3 		$11.1M Buy
70,981
+40,000
+129% +$6.55M 0.09% 184
2020
Q2 		$5.33M Buy
30,981
+3,235
+12% +$479K 0.05% 287
2020
Q1 		$3.31M Sell
27,746
-1,500
-5% -$218K 0.04% 314
2019
Q4 		$4.1M Buy
29,246
+200
+0.7% +$27.7K 0.03% 366
2019
Q3 		$4.09M Buy
29,046
+100
+0.3% +$14.1K 0.04% 337
2019
Q2 		$3.92M Sell
28,946
-5,800
-17% -$727K 0.04% 347
2019
Q1 		$4.12M Buy
34,746
+200
+0.6% +$21.4K 0.03% 370
2018
Q4 		$3.22M Sell
34,546
-1,300
-4% -$138K 0.03% 399
2018
Q3 		$4.68M Buy
35,846
+200
+0.6% +$26.1K 0.03% 358
2018
Q2 		$4.46M Buy
35,646
+300
+0.8% +$35.6K 0.04% 356
2018
Q1 		$4.16M Buy
35,346
+100
+0.3% +$12K 0.03% 369
2017
Q4 		$4.16M Sell
35,246
-1,300
-4% -$146K 0.03% 365
2017
Q3 		$3.87M Sell
36,546
-12,300
-25% -$1.63M 0.03% 385
2017
Q2 		$6.71M Buy
48,846
+200
+0.4% +$27.5K 0.05% 279
2017
Q1 		$6.65M Sell
48,646
-9,100
-16% -$1.16M 0.05% 271
2016
Q4 		$6.83M Sell
57,746
-2,456
-4% -$300K 0.05% 272
2016
Q3 		$8.1M Buy
60,202
+5,700
+10% +$756K 0.06% 251
2016
Q2 		$7M Buy
54,502
+13,600
+33% +$1.65M 0.05% 276
2016
Q1 		$4.67M Buy
40,902
+400
+1% +$42.1K 0.04% 346
2015
Q4 		$4.51M Sell
40,502
-2,200
-5% -$238K 0.03% 345
2015
Q3 		$4.15M Sell
42,702
-3,500
-8% -$348K 0.03% 381
2015
Q2 		$4.49M Buy
46,202
+100
+0.2% +$9.75K 0.03% 397
2015
Q1 		$4.29M Sell
46,102
-3,600
-7% -$319K 0.03% 424
2014
Q4 		$4.02M Sell
49,702
-200
-0.4% -$15.5K 0.03% 444
2014
Q3 		$3.73M Sell
49,902
-100
-0.2% -$7.62K 0.03% 460
2014
Q2 		$3.63M Buy
50,002
+200
+0.4% +$14K 0.03% 480
2014
Q1 		$3.39M Buy
49,802
+300
+0.6% +$21K 0.03% 481
2013
Q4 		$3.42M Buy
49,502
+200
+0.4% +$13K 0.03% 470
2013
Q3 		$2.95M Buy
49,302
+300
+0.6% +$18.5K 0.03% 494
2013
Q2 		$2.89M Buy
+49,002
New +$2.96M 0.03% 472

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

State of Michigan Retirement System's EFX Position: Q1 2026 in Review

State of Michigan Retirement System reduced its Equifax (EFX) stake by 1.9% in Q1 2026, selling an estimated $119K and leaving 31,478 shares worth $5.67M. The position accounts for 0.03% of the portfolio, ranked #404.

State of Michigan Retirement System first reported a position in EFX in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.1M in Q3 2020. 871 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • State of Michigan Retirement System held 31,478 shares of Equifax worth $5.67M as of Q1 2026.
  • State of Michigan Retirement System sold 600 Equifax shares in Q1 2026, an estimated $119K.
  • Equifax made up 0.03% of State of Michigan Retirement System's portfolio in Q1 2026, its #404 holding.
  • State of Michigan Retirement System first reported a position in Equifax in Q2 2013 and has held it in 52 quarters since.
  • State of Michigan Retirement System's Equifax position peaked at $11.1M in Q3 2020.
  • 871 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on State of Michigan Retirement System's 13F filing for Q1 2026, filed 4 May 2026.