Swiss Life Asset Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.47M | Buy |
15,582
+939
| +6% | +$160K | 0.01% | 562 |
|
|
2026
Q1 | $2.64M | Buy |
14,643
+1,912
| +15% | +$380K | 0.01% | 511 |
|
|
2025
Q4 | $2.76M | Sell |
12,731
-415
| -3% | -$90.9K | 0.01% | 515 |
|
|
2025
Q3 | $3.37M | Sell |
13,146
-209
| -2% | -$52.5K | 0.02% | 483 |
|
|
2025
Q2 | $3.46M | Buy |
13,355
+1,657
| +14% | +$421K | 0.02% | 453 |
|
|
2025
Q1 | $2.85M | Buy |
11,698
+4,846
| +71% | +$1.22M | 0.02% | 432 |
|
|
2024
Q4 | $1.74M | Buy |
6,852
+3,011
| +78% | +$807K | 0.01% | 496 |
|
|
2024
Q3 | $1.13M | Sell |
3,841
-240
| -6% | -$67.7K | 0.01% | 448 |
|
|
2024
Q2 | $989K | Buy |
4,081
+2,512
| +160% | +$599K | 0.01% | 445 |
|
|
2024
Q1 | $420K | Sell |
1,569
-14,344
| -90% | -$3.65M | 0.01% | 458 |
|
|
2023
Q4 | $3.94M | Buy |
15,913
+8,139
| +105% | +$1.65M | 0.05% | 356 |
|
|
2023
Q3 | $1.42M | Hold |
7,774
| – | – | 0.02% | 528 |
|
|
2023
Q2 | $1.83M | Sell |
7,774
-1,348
| -15% | -$284K | 0.03% | 501 |
|
|
2023
Q1 | $1.85M | Buy |
9,122
+3,013
| +49% | +$627K | 0.03% | 500 |
|
|
2022
Q4 | $1.19M | Sell |
6,109
-1,810
| -23% | -$331K | 0.02% | 480 |
|
|
2022
Q3 | $1.36M | Sell |
7,919
-28
| -0.4% | -$5.49K | 0.02% | 467 |
|
|
2022
Q2 | $1.45M | Sell |
7,947
-4,987
| -39% | -$998K | 0.02% | 459 |
|
|
2022
Q1 | $3.06M | Sell |
12,934
-5,645
| -30% | -$1.33M | 0.04% | 372 |
|
|
2021
Q4 | $5.44M | Sell |
18,579
-2,216
| -11% | -$617K | 0.07% | 286 |
|
|
2021
Q3 | $5.27M | Buy |
20,795
+5,127
| +33% | +$1.33M | 0.07% | 287 |
|
|
2021
Q2 | $3.7M | Buy |
15,668
+14,277
| +1,026% | +$3.19M | 0.04% | 374 |
|
|
2021
Q1 | $252K | Buy |
+1,391
| New | +$246K | ﹤0.01% | 496 |
|
|
2020
Q3 | – | Sell |
-4,265
| Closed | -$733K | – | 485 |
|
|
2020
Q2 | $733K | Buy |
+4,265
| New | +$632K | 0.01% | 397 |
|
|
2018
Q3 | – | Sell |
-15,240
| Closed | -$1.91M | – | 544 |
|
|
2018
Q2 | $1.91M | Buy |
15,240
+13,072
| +603% | +$1.55M | 0.03% | 312 |
|
|
2018
Q1 | $255K | Buy |
+2,168
| New | +$260K | ﹤0.01% | 463 |
|
|
2017
Q3 | – | Sell |
-6,922
| Closed | -$950K | – | 466 |
|
|
2017
Q2 | $950K | Buy |
6,922
+626
| +10% | +$85.9K | 0.02% | 343 |
|
|
2017
Q1 | $862K | Sell |
6,296
-69
| -1% | -$8.78K | 0.02% | 327 |
|
|
2016
Q4 | $752K | Sell |
6,365
-632
| -9% | -$77.2K | 0.03% | 290 |
|
|
2016
Q3 | $939K | Buy |
+6,997
| New | +$928K | 0.03% | 238 |
|
|
2016
Q1 | – | Sell |
-3,797
| Closed | -$423K | – | 362 |
|
|
2015
Q4 | $423K | Buy |
+3,797
| New | +$410K | 0.02% | 246 |
|
Other funds holding EFX
GIM
ECU
Swiss Life Asset Management's EFX Position: Q2 2026 in Review
Swiss Life Asset Management increased its Equifax (EFX) stake by 6.4% in Q2 2026, buying an estimated $160K and bringing the position to 15,582 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #562.
Swiss Life Asset Management first reported a position in EFX in Q4 2015 and has held it in 30 quarters since. The position peaked at $5.44M in Q4 2021. 567 funds tracked by Wall St. Rank hold EFX as of Q2 2026.
- Swiss Life Asset Management held 15,582 shares of Equifax worth $2.47M as of Q2 2026.
- Swiss Life Asset Management bought 939 Equifax shares in Q2 2026, an estimated $160K.
- Equifax made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #562 holding.
- Swiss Life Asset Management first reported a position in Equifax in Q4 2015 and has held it in 30 quarters since.
- Swiss Life Asset Management's Equifax position peaked at $5.44M in Q4 2021.
- 567 funds tracked by Wall St. Rank held Equifax as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.