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Wallace Weitz’s Equifax EFX Stock Holding History

Wallace Weitz’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 		$30.5M Buy
191,980
+4,375
+2% +$746K 2.11% 17
2026
Q1 		$33.8M Sell
187,605
-27,275
-13% -$5.42M 2.36% 17
2025
Q4 		$46.6M Buy
214,880
+280
+0.1% +$61.3K 2.76% 15
2025
Q3 		$55.1M Buy
214,600
+4,250
+2% +$1.07M 2.99% 13
2025
Q2 		$54.6M Hold
210,350
– – 2.93% 13
2025
Q1 		$51.2M Buy
210,350
+21,850
+12% +$5.49M 2.72% 13
2024
Q4 		$48M Buy
188,500
+12,500
+7% +$3.35M 2.48% 16
2024
Q3 		$51.7M Hold
176,000
– – 2.55% 14
2024
Q2 		$42.7M Buy
176,000
+22,500
+15% +$5.37M 2.24% 17
2024
Q1 		$41.1M Hold
153,500
– – 2.07% 18
2023
Q4 		$38M Buy
153,500
+7,500
+5% +$1.52M 2% 18
2023
Q3 		$26.7M Buy
+146,000
New +$29.8M 1.47% 25

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

Wallace Weitz's EFX Position: Q2 2026 in Review

Wallace Weitz increased its Equifax (EFX) stake by 2.3% in Q2 2026, buying an estimated $746K and bringing the position to 191,980 shares worth $30.5M. The position accounts for 2.11% of the portfolio, ranked #17.

Wallace Weitz first reported a position in EFX in Q3 2023 and has held it in 12 quarters since. The position peaked at $55.1M in Q3 2025. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Wallace Weitz held 191,980 shares of Equifax worth $30.5M as of Q2 2026.
  • Wallace Weitz bought 4,375 Equifax shares in Q2 2026, an estimated $746K.
  • Equifax made up 2.11% of Wallace Weitz's portfolio in Q2 2026, its #17 holding.
  • Wallace Weitz first reported a position in Equifax in Q3 2023 and has held it in 12 quarters since.
  • Wallace Weitz's Equifax position peaked at $55.1M in Q3 2025.
  • 830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Weitz Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.