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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mascoma Wealth Management's EFX Position: Q1 2026 in Review

Mascoma Wealth Management held its Equifax (EFX) position steady in Q1 2026 at 266 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #189.

Mascoma Wealth Management first reported a position in EFX in Q2 2024 and has held it in 6 quarters since. The position peaked at $68.2K in Q3 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Mascoma Wealth Management held 266 shares of Equifax worth $47.9K as of Q1 2026.
  • Mascoma Wealth Management left its Equifax share count unchanged in Q1 2026.
  • Equifax made up 0.01% of Mascoma Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Mascoma Wealth Management first reported a position in Equifax in Q2 2024 and has held it in 6 quarters since.
  • Mascoma Wealth Management's Equifax position peaked at $68.2K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.