Wellington Management Group
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Wellington Management Group’s Equifax EFX Stock Holding History

Wellington Management 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
2018
Q1 		– Sell
-325
Closed -$577K – 2224
2017
Q4 		$577K Buy
+325
New +$36.5K ﹤0.01% 2016

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Harris Associates
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Vanguard Portfolio Management
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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

Wellington Management Group's EFX Position: Q2 2026 in Review

Wellington Management Group increased its Equifax (EFX) stake by 1.7% in Q2 2026, buying an estimated $63.7K and bringing the position to 22,764 shares worth $3.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Wellington Management Group first reported a position in EFX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1B in Q4 2014. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Wellington Management Group held 22,764 shares of Equifax worth $3.61M as of Q2 2026.
  • Wellington Management Group bought 374 Equifax shares in Q2 2026, an estimated $63.7K.
  • Equifax made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1519 holding.
  • Wellington Management Group first reported a position in Equifax in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Equifax position peaked at $1B in Q4 2014.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.