Position in EFX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,034,979
-$231,059 QoQ
Shares Held
25,422
+7.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#220
of 830 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Sendero Wealth Management, LLC holds $5,948,008 across 3 Consulting Services names. EFX ranks #1 (67.8% of the industry book) .
All Filings in EFX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,034,979 | 25,422 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,266,038 | 23,691 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,148,717 | 23,729 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,274,723 | 24,460 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $2,556,609 | 9,857 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $5,727,069 | 23,514 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,069,922 | 12,046 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||