Position in EFX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$464,256
-$182,915 QoQ
Shares Held
2,925
-18.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#473
of 830 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,397,228 across 3 Consulting Services names. EFX ranks #3 (6.3% of the industry book) .
All Filings in EFX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,256 | 2,925 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $647,171 | 3,594 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $736,430 | 3,394 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,109,492 | 4,325 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,129,296 | 4,354 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,073,612 | 4,408 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,070,624 | 4,201 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,163,685 | 3,960 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $908,497 | 3,747 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $878,803 | 3,285 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $774,512 | 3,132 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $590,389 | 3,223 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $907,787 | 3,858 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $337,120 | 1,662 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $279,878 | 1,440 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $231,773 | 1,352 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $262,654 | 1,437 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $334,548 | 1,411 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $397,316 | 1,357 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $337,555 | 1,332 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $323,098 | 1,349 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $253,038 | 1,397 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $273,061 | 1,416 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||