Position in EFX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,268,741
+$472,720 QoQ
Shares Held
45,796
+21.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#164
of 830 holders
Holding Since
Mar 2023
14 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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $16,336,757 across 9 Consulting Services names. EFX ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
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|
45,796 | $7,268,741 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
25,988 | $4,665,625 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
27,245 | $1,652,954 | |
| 4 | ICFI |
ICF International, Inc.
|
16,647 | $1,212,900 | |
| 5 | FCN |
Fti Consulting, Inc
|
3,984 | $593,655 | |
| 6 | CRAI |
Cra International, Inc.
|
2,804 | $399,009 | |
| 7 | HURN |
Huron Consulting Group Inc.
|
3,967 | $357,664 | |
| 8 | FORR |
Forrester Research, Inc.
|
13,642 | $114,729 |
All Filings in EFX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,268,741 | 45,796 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,796,021 | 37,741 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,591,357 | 25,769 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,012,037 | 23,436 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,532,752 | 25,187 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,133,327 | 25,182 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,226,177 | 16,583 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,006,781 | 13,635 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,240,477 | 13,365 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,906,872 | 10,866 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,759,756 | 11,160 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,407,168 | 13,141 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $251,535 | 1,069 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $245,436 | 1,210 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||