Position in EFX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,475,586
+$232,777 QoQ
Shares Held
28,198
+19.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 830 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $75,242,846 across 6 Consulting Services names. EFX ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAH |
Booz Allen Hamilton Holding Corp
|
1,023,876 | $62,118,556 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
40,708 | $7,308,307 | |
| 3 | EFX |
Equifax Inc
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|
28,198 | $4,475,586 | |
| 4 | ICFI |
ICF International, Inc.
|
8,430 | $614,209 | |
| 5 | HURN |
Huron Consulting Group Inc.
|
5,182 | $467,209 | |
| 6 | FCN |
Fti Consulting, Inc
|
1,738 | $258,979 |
All Filings in EFX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,475,586 | 28,198 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,242,809 | 23,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,048,352 | 14,049 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,415,801 | 91,279 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $27,209,987 | 104,908 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $25,740,638 | 105,685 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,200,916 | 12,560 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,418,767 | 11,634 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,814,475 | 11,608 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,202,481 | 11,971 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,959,854 | 16,013 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,462,285 | 18,901 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,038,764 | 29,914 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,020,693 | 14,892 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,947,469 | 15,165 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,586,535 | 15,088 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,606,077 | 14,258 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,039,622 | 12,820 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,440,282 | 11,750 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,995,424 | 11,820 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,766,819 | 11,552 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,887,917 | 10,423 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,787,433 | 9,269 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,444,421 | 9,206 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,496,387 | 8,706 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,032,525 | 8,644 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||