YCG LLC’s Equifax EFX Stock Holding History

YCG LLC’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	$894K	Hold	5,634	–	–	0.08%	35
2026 Q1	$1.01M	Sell	5,634 -366	-6%	-$72.7K	0.09%	38
2025 Q4	$1.3M	Hold	6,000	–	–	0.1%	39
2025 Q3	$1.54M	Hold	6,000	–	–	0.12%	33
2025 Q2	$1.56M	Hold	6,000	–	–	0.12%	33
2025 Q1	$1.46M	Hold	6,000	–	–	0.11%	34
2024 Q4	$1.53M	Hold	6,000	–	–	0.12%	31
2024 Q3	$1.76M	Hold	6,000	–	–	0.14%	33
2024 Q2	$1.45M	Hold	6,000	–	–	0.12%	34
2024 Q1	$1.58M	Sell	6,000 -5,000	-45%	-$1.27M	0.13%	33
2023 Q4	$2.72M	Hold	11,000	–	–	0.23%	34
2023 Q3	$2.01M	Hold	11,000	–	–	0.19%	34
2023 Q2	$2.59M	Hold	11,000	–	–	0.23%	35
2023 Q1	$2.23M	Hold	11,000	–	–	0.22%	35
2022 Q4	$2.14M	Hold	11,000	–	–	0.23%	35
2022 Q3	$1.89M	Hold	11,000	–	–	0.22%	35
2022 Q2	$2.01M	Hold	11,000	–	–	0.23%	36
2022 Q1	$2.61M	Hold	11,000	–	–	0.25%	36
2021 Q4	$3.22M	Hold	11,000	–	–	0.28%	34
2021 Q3	$2.79M	Hold	11,000	–	–	0.26%	37
2021 Q2	$2.63M	Sell	11,000 -3,000	-21%	-$670K	0.26%	35
2021 Q1	$2.54M	Buy	14,000 +396	+3%	+$70K	0.28%	33
2020 Q4	$2.62M	Sell	13,604 -396	-3%	-$66.6K	0.3%	33
2020 Q3	$2.2M	Hold	14,000	–	–	0.29%	33
2020 Q2	$2.41M	Hold	14,000	–	–	0.34%	31
2020 Q1	$1.67M	Hold	14,000	–	–	0.28%	32
2019 Q4	$1.96M	Hold	14,000	–	–	0.26%	30
2019 Q3	$1.97M	Hold	14,000	–	–	0.29%	29
2019 Q2	$1.89M	Hold	14,000	–	–	0.3%	29
2019 Q1	$1.66M	Hold	14,000	–	–	0.29%	30
2018 Q4	$1.3M	Hold	14,000	–	–	0.26%	32
2018 Q3	$1.83M	Hold	14,000	–	–	0.36%	27
2018 Q2	$1.75M	Sell	14,000 -375	-3%	-$44.4K	0.37%	26
2018 Q1	$1.69M	Sell	14,375 -2,400	-14%	-$288K	0.37%	26
2017 Q4	$1.98M	Sell	16,775 -2,000	-11%	-$225K	0.48%	28
2017 Q3	$1.99M	Hold	18,775	–	–	0.52%	27
2017 Q2	$2.58M	Hold	18,775	–	–	0.67%	26
2017 Q1	$2.57M	Hold	18,775	–	–	0.71%	25
2016 Q4	$2.22M	Hold	18,775	–	–	0.66%	24
2016 Q3	$2.53M	Hold	18,775	–	–	0.77%	24
2016 Q2	$2.41M	Hold	18,775	–	–	0.77%	24
2016 Q1	$2.15M	Hold	18,775	–	–	0.68%	24
2015 Q4	$2.09M	Hold	18,775	–	–	0.58%	26
2015 Q3	$1.82M	Sell	18,775 -276	-1%	-$27.4K	0.55%	26
2015 Q2	$1.85M	Buy	19,051 +226	+1%	+$22K	0.55%	28
2015 Q1	$1.75M	Sell	18,825 -1,075	-5%	-$95.4K	0.53%	29
2014 Q4	$1.61M	Hold	19,900	–	–	0.5%	29
2014 Q3	$1.49M	Hold	19,900	–	–	0.52%	29
2014 Q2	$1.44M	Hold	19,900	–	–	0.53%	31
2014 Q1	$1.35M	Sell	19,900 -200	-1%	-$14K	0.55%	30
2013 Q4	$1.39M	Hold	20,100	–	–	0.58%	31
2013 Q3	$1.2M	Hold	20,100	–	–	0.54%	35
2013 Q2	$1.18M	Buy	+20,100	New	+$1.21M	0.54%	33

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

YCG LLC's EFX Position: Q2 2026 in Review

YCG LLC held its Equifax (EFX) position steady in Q2 2026 at 5,634 shares worth $894K. The position accounts for 0.08% of the portfolio, ranked #35.

YCG LLC first reported a position in EFX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.22M in Q4 2021. 830 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

YCG LLC held 5,634 shares of Equifax worth $894K as of Q2 2026.
YCG LLC left its Equifax share count unchanged in Q2 2026.
Equifax made up 0.08% of YCG LLC's portfolio in Q2 2026, its #35 holding.
YCG LLC first reported a position in Equifax in Q2 2013 and has held it in 53 quarters since.
YCG LLC's Equifax position peaked at $3.22M in Q4 2021.
830 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on YCG LLC's 13F filing for Q2 2026, filed 13 Aug 2026.