Position in EFX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$77,772
-$32,790 QoQ
Shares Held
490
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#657
of 830 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026PRIVATE TRUST CO NA holds $143,503 across 4 Consulting Services names. EFX ranks #1 (54.2% of the industry book) .
All Filings in EFX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,772 | 490 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $110,562 | 614 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $129,537 | 597 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $158,535 | 618 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $212,683 | 820 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $207,269 | 851 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $265,808 | 1,043 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $297,092 | 1,011 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $264,038 | 1,089 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $349,916 | 1,308 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $379,837 | 1,536 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $281,181 | 1,535 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $364,479 | 1,549 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $318,458 | 1,570 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $309,809 | 1,594 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $293,659 | 1,713 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $322,606 | 1,765 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $535,608 | 2,259 | Shares | Other | 2022-04-12 | |
| 2021-12-31 | $698,889 | 2,387 | Shares | Other | 2022-01-10 | |
| 2021-09-30 | $639,885 | 2,525 | Shares | Other | 2021-10-06 | |
| 2021-06-30 | $634,461 | 2,649 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $485,609 | 2,681 | Shares | Other | 2021-04-06 | |
| 2020-12-31 | $511,218 | 2,651 | Shares | Other | 2021-01-05 | |
| 2020-09-30 | $408,724 | 2,605 | Shares | Other | 2020-10-01 | |
| 2020-06-30 | $444,997 | 2,589 | Shares | Other | 2020-07-07 | |
| 2020-03-31 | $293,966 | 2,461 | Shares | Other | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||