MWM
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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
Q3 		$36.5K Hold
266
– – 0.01% 224
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

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Investors Asset Management of Georgia
Investors Asset Management of Georgia Atlanta, Georgia $276M AUM 35.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Mascoma Wealth Management's EFX Position: Q3 2026 in Review

Mascoma Wealth Management held its Equifax (EFX) position steady in Q3 2026 at 266 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #224.

Mascoma Wealth Management first reported a position in EFX in Q2 2024 and has held it in 8 quarters since. The position peaked at $68.2K in Q3 2025. 157 funds tracked by Wall St. Rank hold EFX as of Q3 2026.

  • Mascoma Wealth Management held 266 shares of Equifax worth $36.5K as of Q3 2026.
  • Mascoma Wealth Management left its Equifax share count unchanged in Q3 2026.
  • Equifax made up 0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #224 holding.
  • Mascoma Wealth Management first reported a position in Equifax in Q2 2024 and has held it in 8 quarters since.
  • Mascoma Wealth Management's Equifax position peaked at $68.2K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Equifax as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.