Position in EFX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$603,453
-$1,116,215 QoQ
Shares Held
3,802
-60.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#434
of 830 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Allworth Financial LP holds $1,240,236 across 12 Consulting Services names. EFX ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
3,802 | $603,453 | |
| 2 | BAH |
Booz Allen Hamilton Holding Corp
|
5,557 | $337,143 | |
| 3 | VRSK |
Verisk Analytics, Inc.
|
906 | $162,654 | |
| 4 | ICFI |
ICF International, Inc.
|
1,174 | $85,537 | |
| 5 | CRAI |
Cra International, Inc.
|
245 | $34,863 | |
| 6 | FCN |
Fti Consulting, Inc
|
46 | $6,854 | |
| 7 | FORR |
Forrester Research, Inc.
|
675 | $5,676 | |
| 8 | RGP |
Resources Connection, Inc.
|
551 | $2,341 |
All Filings in EFX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,453 | 3,802 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,719,668 | 9,550 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,637,765 | 7,548 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $699,044 | 2,725 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $660,874 | 2,548 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $595,747 | 2,446 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $715,363 | 2,807 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $824,865 | 2,807 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $560,809 | 2,313 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $609,945 | 2,280 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $562,337 | 2,274 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $422,779 | 2,308 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $538,601 | 2,289 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $462,475 | 2,280 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $445,084 | 2,290 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $402,689 | 2,349 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $479,797 | 2,625 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $619,779 | 2,614 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $755,398 | 2,580 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $645,967 | 2,549 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $598,775 | 2,500 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $452,825 | 2,500 | Shares | Sole | 2021-04-29 | |
| 2020-03-31 | $803,898 | 6,730 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||