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MassMutual Private Wealth & Trust’s Equifax EFX Stock Holding History

MassMutual Private Wealth & Trust’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 		$58.7K Sell
370
-89
-19% -$15.2K ﹤0.01% 731
2026
Q1 		$82.7K Buy
459
+41
+10% +$8.14K ﹤0.01% 617
2025
Q4 		$90.7K Sell
418
-127
-23% -$27.8K ﹤0.01% 617
2025
Q3 		$140K Buy
545
+18
+3% +$4.52K ﹤0.01% 510
2025
Q2 		$137K Sell
527
-56
-10% -$14.2K ﹤0.01% 516
2025
Q1 		$142K Buy
583
+78
+15% +$19.6K ﹤0.01% 488
2024
Q4 		$129K Sell
505
-24
-5% -$6.43K ﹤0.01% 531
2024
Q3 		$155K Buy
529
+22
+4% +$6.21K ﹤0.01% 445
2024
Q2 		$123K Buy
507
+70
+16% +$16.7K ﹤0.01% 478
2024
Q1 		$117K Buy
437
+2
+0.5% +$509 ﹤0.01% 447
2023
Q4 		$108K Sell
435
-17
-4% -$3.45K ﹤0.01% 452
2023
Q3 		$82.8K Buy
452
+52
+13% +$10.6K ﹤0.01% 488
2023
Q2 		$94.1K Buy
400
+4
+1% +$842 ﹤0.01% 448
2023
Q1 		$80.3K Buy
396
+267
+207% +$55.6K ﹤0.01% 450
2022
Q4 		$25K Buy
129
+68
+111% +$12.4K ﹤0.01% 582
2022
Q3 		$10K Buy
61
+7
+13% +$1.37K ﹤0.01% 752
2022
Q2 		$10K Buy
54
+5
+10% +$1K ﹤0.01% 717
2022
Q1 		$12K Sell
49
-9
-16% -$2.12K ﹤0.01% 703
2021
Q4 		$17K Buy
58
+5
+9% +$1.39K ﹤0.01% 628
2021
Q3 		$13K Hold
53
– – ﹤0.01% 661
2021
Q2 		$13K Buy
53
+25
+89% +$5.59K ﹤0.01% 643
2021
Q1 		$5K Buy
+28
New +$4.95K ﹤0.01% 714
2016
Q2 		$642 Buy
+5
New +$606 ﹤0.01% 720
2016
Q1 		– Sell
-89
Closed -$9.36K – 851
2015
Q4 		$9.91K Hold
89
– – ﹤0.01% 493
2015
Q3 		$6.65K Hold
89
– – ﹤0.01% 582
2015
Q2 		$6.46K Hold
89
– – ﹤0.01% 542
2015
Q1 		$8.28K Hold
89
– – ﹤0.01% 530
2014
Q4 		$7.2K Hold
89
– – ﹤0.01% 450
2014
Q3 		$6.65K Hold
89
– – ﹤0.01% 569
2014
Q2 		$6.46K Hold
89
– – ﹤0.01% 408
2014
Q1 		$6.05K Hold
89
– – ﹤0.01% 390
2013
Q4 		$6.15K Buy
+89
New +$5.79K 0.01% 347

Other funds holding EFX

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Equifax (EFX) stake by 19% in Q2 2026, selling an estimated $15.2K and leaving 370 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

MassMutual Private Wealth & Trust first reported a position in EFX in Q4 2013 and has held it in 32 quarters since. The position peaked at $155K in Q3 2024. 287 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • MassMutual Private Wealth & Trust held 370 shares of Equifax worth $58.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 89 Equifax shares in Q2 2026, an estimated $15.2K.
  • Equifax made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #731 holding.
  • MassMutual Private Wealth & Trust first reported a position in Equifax in Q4 2013 and has held it in 32 quarters since.
  • MassMutual Private Wealth & Trust's Equifax position peaked at $155K in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.