MassMutual Private Wealth & Trust’s Equifax EFX Stock Holding History
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
SCP
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. 837 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.
- 837 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.