Sumitomo Mitsui Trust Group
EFX icon

Sumitomo Mitsui Trust Group’s Equifax EFX Stock Holding History

Sumitomo Mitsui Trust 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 		$43.9M Buy
276,729
+12,920
+5% +$2.2M 0.03% 498
2026
Q1 		$47.5M Sell
263,809
-14,055
-5% -$2.79M 0.03% 447
2025
Q4 		$60.3M Sell
277,864
-11,639
-4% -$2.55M 0.04% 411
2025
Q3 		$74.3M Buy
289,503
+4,516
+2% +$1.14M 0.04% 363
2025
Q2 		$73.9M Buy
284,987
+4,552
+2% +$1.16M 0.05% 360
2025
Q1 		$68.3M Buy
280,435
+5,426
+2% +$1.36M 0.05% 361
2024
Q4 		$70.1M Buy
275,009
+1,976
+0.7% +$529K 0.05% 369
2024
Q3 		$80.2M Buy
273,033
+1,461
+0.5% +$412K 0.06% 332
2024
Q2 		$65.8M Sell
271,572
-21,342
-7% -$5.09M 0.05% 367
2024
Q1 		$78.4M Buy
292,914
+3,164
+1% +$805K 0.05% 368
2023
Q4 		$71.7M Sell
289,750
-6,220
-2% -$1.26M 0.05% 369
2023
Q3 		$54.2M Sell
295,970
-4,635
-2% -$946K 0.04% 423
2023
Q2 		$70.7M Sell
300,605
-85,411
-22% -$18M 0.06% 377
2023
Q1 		$78.3M Sell
386,016
-27,644
-7% -$5.75M 0.06% 362
2022
Q4 		$80.4M Sell
413,660
-39,201
-9% -$7.16M 0.06% 351
2022
Q3 		$77.6M Sell
452,861
-82,245
-15% -$16.1M 0.06% 354
2022
Q2 		$97.8M Buy
535,106
+58,767
+12% +$11.8M 0.08% 299
2022
Q1 		$113M Sell
476,339
-12,813
-3% -$3.02M 0.08% 302
2021
Q4 		$143M Buy
489,152
+102,566
+27% +$28.6M 0.09% 249
2021
Q3 		$98M Buy
386,586
+21,193
+6% +$5.51M 0.06% 344
2021
Q2 		$87.5M Sell
365,393
-20,670
-5% -$4.62M 0.05% 384
2021
Q1 		$69.9M Sell
386,063
-13,085
-3% -$2.31M 0.04% 435
2020
Q4 		$77M Sell
399,148
-49,997
-11% -$8.41M 0.05% 400
2020
Q3 		$70.5M Sell
449,145
-52,687
-10% -$8.63M 0.05% 398
2020
Q2 		$86.3M Sell
501,832
-188,856
-27% -$28M 0.06% 345
2020
Q1 		$82.5M Buy
690,688
+226,809
+49% +$33M 0.07% 307
2019
Q4 		$65M Buy
463,879
+7,514
+2% +$1.04M 0.05% 388
2019
Q3 		$64.2M Buy
456,365
+9,306
+2% +$1.31M 0.06% 367
2019
Q2 		$60.5M Sell
447,059
-6,725
-1% -$843K 0.05% 372
2019
Q1 		$53.8M Buy
453,784
+8,100
+2% +$865K 0.05% 396
2018
Q4 		$41.4M Buy
445,684
+60,900
+16% +$6.48M 0.04% 444
2018
Q3 		$50.2M Buy
384,784
+8,790
+2% +$1.15M 0.05% 371
2018
Q2 		$47M Buy
375,994
+8,954
+2% +$1.06M 0.05% 383
2018
Q1 		$43.2M Sell
367,040
-1,674
-0.5% -$201K 0.06% 377
2017
Q4 		$43.5M Buy
368,714
+4,726
+1% +$531K 0.06% 363
2017
Q3 		$38.6M Sell
363,988
-38,869
-10% -$5.14M 0.05% 379
2017
Q2 		$55.4M Buy
402,857
+43,508
+12% +$5.97M 0.08% 280
2017
Q1 		$49.1M Sell
359,349
-1,773
-0.5% -$226K 0.08% 295
2016
Q4 		$42.7M Sell
361,122
-503
-0.1% -$61.5K 0.07% 312
2016
Q3 		$48.7M Buy
361,625
+1,831
+0.5% +$243K 0.08% 290
2016
Q2 		$46.2M Buy
359,794
+12,326
+4% +$1.49M 0.08% 283
2016
Q1 		$39.7M Buy
347,468
+20,560
+6% +$2.16M 0.07% 317
2015
Q4 		$36.9M Buy
326,908
+8,174
+3% +$883K 0.07% 331
2015
Q3 		$31M Buy
318,734
+4,049
+1% +$402K 0.06% 370
2015
Q2 		$30.6M Buy
314,685
+2,835
+0.9% +$277K 0.05% 395
2015
Q1 		$29M Buy
311,850
+29,538
+10% +$2.62M 0.05% 418
2014
Q4 		$23M Sell
282,312
-925
-0.3% -$71.6K 0.04% 463
2014
Q3 		$21.2M Buy
283,237
+12
+0% +$914 0.04% 471
2014
Q2 		$20.5M Sell
283,225
-13,580
-5% -$953K 0.04% 476
2014
Q1 		$20.2M Sell
296,805
-3,059
-1% -$214K 0.04% 477
2013
Q4 		$20.8M Sell
299,864
-10,628
-3% -$691K 0.04% 473
2013
Q3 		$18.6M Sell
310,492
-7,313
-2% -$450K 0.04% 501
2013
Q2 		$18.7M Buy
+317,805
New +$19.2M 0.04% 477

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
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EFX Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Equifax (EFX) stake by 4.9% in Q2 2026, buying an estimated $2.2M and bringing the position to 276,729 shares worth $43.9M. The position accounts for 0.03% of the portfolio, ranked #498.

Sumitomo Mitsui Trust Group first reported a position in EFX in Q2 2013 and has held it in 53 quarters since. The position peaked at $143M in Q4 2021. 287 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 276,729 shares of Equifax worth $43.9M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 12,920 Equifax shares in Q2 2026, an estimated $2.2M.
  • Equifax made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #498 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Equifax in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's Equifax position peaked at $143M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.