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Equifax shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Equifax (EFX) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Equifax

Tip: Access up to 7 years of quarterly data

All positions including Equifax held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equifax by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $68k 266 256.53
2024-12-31 $12k 45 254.84
2024-09-30 $35k 120 293.86
2024-06-30 $30k 125 242.46

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Equifax

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
Harris Associates L.P
State Street Corporation
Morgan Stanley
Massachusetts Financial Services
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Generation Investment Management
FMR
Brown Advisory Holdings Incorporated
T. Rowe Price Investment Management
Parnassus Investments
Lazard Asset Management

View all funds holding Equifax