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Mascoma Wealth Management’s Equifax EFX Stock Holding History

Mascoma Wealth Management’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 		$42.2K Hold
266
– – 0.01% 203
2026
Q1 		$47.9K Hold
266
– – 0.01% 189
2025
Q4 		$57.7K Hold
266
– – 0.01% 172
2025
Q3 		$68.2K Buy
+266
New +$66.9K 0.02% 170
2025
Q1 		– Sell
-45
Closed -$11.5K – 511
2024
Q4 		$11.5K Sell
45
-75
-63% -$20.1K ﹤0.01% 333
2024
Q3 		$35.3K Sell
120
-5
-4% -$1.41K 0.01% 220
2024
Q2 		$30.3K Buy
+125
New +$29.8K 0.01% 239

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

Mascoma Wealth Management's EFX Position: Q2 2026 in Review

Mascoma Wealth Management held its Equifax (EFX) position steady in Q2 2026 at 266 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #203.

Mascoma Wealth Management first reported a position in EFX in Q2 2024 and has held it in 7 quarters since. The position peaked at $68.2K in Q3 2025. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • Mascoma Wealth Management held 266 shares of Equifax worth $42.2K as of Q2 2026.
  • Mascoma Wealth Management left its Equifax share count unchanged in Q2 2026.
  • Equifax made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Mascoma Wealth Management first reported a position in Equifax in Q2 2024 and has held it in 7 quarters since.
  • Mascoma Wealth Management's Equifax position peaked at $68.2K in Q3 2025.
  • 835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.