Position in EFX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$386,638
-$94,501 QoQ
Shares Held
2,436
-8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#84
of 203 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $880,966 across 11 Consulting Services names. EFX ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
2,436 | $386,638 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
1,640 | $294,424 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
1,778 | $107,869 | |
| 4 | ICFI |
ICF International, Inc.
|
535 | $38,977 | |
| 5 | FCN |
Fti Consulting, Inc
|
193 | $28,757 | |
| 6 | CRAI |
Cra International, Inc.
|
79 | $11,240 | |
| 7 | RGP |
Resources Connection, Inc.
|
1,340 | $5,694 | |
| 8 | FORR |
Forrester Research, Inc.
|
432 | $3,631 |
All Filings in EFX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,638 | 2,436 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $481,139 | 2,672 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $363,219 | 1,674 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $405,827 | 1,582 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $448,708 | 1,730 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $518,292 | 2,128 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $640,945 | 2,515 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $549,221 | 1,869 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $441,759 | 1,822 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $479,125 | 1,791 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $383,545 | 1,551 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $278,616 | 1,521 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $375,066 | 1,594 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $324,340 | 1,599 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $303,007 | 1,559 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $469,203 | 2,737 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $561,682 | 3,073 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $717,937 | 3,028 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $419,859 | 1,434 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||