Position in EFX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,163,576
+$142,940 QoQ
Shares Held
7,331
+29.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#355
of 830 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Summit Trail Advisors, LLC holds $5,634,842 across 5 Consulting Services names. EFX ranks #3 (20.6% of the industry book) .
All Filings in EFX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,576 | 7,331 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,020,636 | 5,668 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,580,699 | 7,285 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,332,416 | 5,194 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $235,507 | 908 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||