Position in EFX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,455,938
-$2,187,778 QoQ
Shares Held
9,173
-54.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
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, 2026ASSETMARK, INC holds $12,672,713 across 6 Consulting Services names. EFX ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRSK |
Verisk Analytics, Inc.
|
60,841 | $10,922,784 | |
| 2 | EFX |
Equifax Inc
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|
9,173 | $1,455,938 | |
| 3 | HURN |
Huron Consulting Group Inc.
|
2,449 | $220,801 | |
| 4 | BAH |
Booz Allen Hamilton Holding Corp
|
1,015 | $61,580 | |
| 5 | FCN |
Fti Consulting, Inc
|
55 | $8,195 | |
| 6 | CRAI |
Cra International, Inc.
|
24 | $3,415 |
All Filings in EFX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,455,938 | 9,173 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,643,716 | 20,235 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,195,091 | 19,334 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,456,439 | 17,372 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,264,300 | 8,730 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,920,714 | 7,886 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,867,795 | 7,329 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,935,949 | 6,588 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,469,550 | 6,061 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,410,632 | 5,273 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,197,130 | 4,841 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $741,512 | 4,048 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $867,786 | 3,688 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $650,913 | 3,209 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,835,535 | 9,444 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,954,987 | 11,404 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,075,649 | 11,356 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,516,816 | 10,615 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $816,298 | 2,788 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,300 | 88 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,382 | 35 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,339 | 35 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,749 | 35 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,491 | 35 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,015 | 35 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $742,501 | 6,216 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||