Position in EFX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$646,149
-$118,428 QoQ
Shares Held
4,071
-4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 830 holders
Holding Since
Dec 2023
11 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, 2026Sequoia Financial Advisors, LLC holds $2,066,088 across 4 Consulting Services names. EFX ranks #2 (31.3% of the industry book) .
All Filings in EFX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,149 | 4,071 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $764,577 | 4,246 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $883,325 | 4,071 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $744,450 | 2,902 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $505,512 | 1,949 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $325,152 | 1,335 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $360,103 | 1,413 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $427,272 | 1,454 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $261,614 | 1,079 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $202,512 | 757 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $484,688 | 1,960 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||