Position in EFX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,261,696
-$241,025 QoQ
Shares Held
20,550
+5.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 830 holders
Holding Since
Mar 2024
10 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, 2026Focus Partners Wealth holds $139,587,334 across 7 Consulting Services names. EFX ranks #2 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRSK |
Verisk Analytics, Inc.
|
739,093 | $132,689,366 | |
| 2 | EFX |
Equifax Inc
This page
|
20,550 | $3,261,696 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
41,112 | $2,494,265 | |
| 4 | FCN |
Fti Consulting, Inc
|
4,208 | $627,034 | |
| 5 | ICFI |
ICF International, Inc.
|
4,969 | $362,041 | |
| 6 | FORR |
Forrester Research, Inc.
|
13,026 | $109,548 | |
| 7 | RGP |
Resources Connection, Inc.
|
10,208 | $43,384 |
All Filings in EFX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,261,696 | 20,550 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,502,721 | 19,452 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,979,569 | 13,732 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,424,511 | 5,553 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,269,356 | 4,894 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,141,078 | 4,685 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,189,384 | 4,667 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,012,935 | 3,447 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $738,532 | 3,046 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $336,540 | 1,258 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||