Position in EFX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$83,486
-$200,844 QoQ
Shares Held
526
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#653
of 830 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $2,559,663 across 9 Consulting Services names. EFX ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAH |
Booz Allen Hamilton Holding Corp
|
15,093 | $915,692 | |
| 2 | HURN |
Huron Consulting Group Inc.
|
7,271 | $655,553 | |
| 3 | VRSK |
Verisk Analytics, Inc.
|
2,827 | $507,531 | |
| 4 | FCN |
Fti Consulting, Inc
|
1,315 | $195,948 | |
| 5 | FORR |
Forrester Research, Inc.
|
12,032 | $101,189 | |
| 6 | RGP |
Resources Connection, Inc.
|
21,962 | $93,338 | |
| 7 | EFX |
Equifax Inc
This page
|
526 | $83,486 | |
| 8 | CRAI |
Cra International, Inc.
|
41 | $5,834 |
All Filings in EFX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,486 | 526 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $284,330 | 1,579 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $393,818 | 1,815 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $452,005 | 1,762 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $357,930 | 1,380 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $333,433 | 1,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $403,937 | 1,585 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $419,338 | 1,427 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $305,742 | 1,261 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $354,731 | 1,326 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $305,155 | 1,234 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $221,281 | 1,208 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $279,536 | 1,188 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $240,973 | 1,188 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $230,899 | 1,188 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $195,087 | 1,138 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $210,014 | 1,149 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $300,168 | 1,266 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $333,195 | 1,138 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $288,391 | 1,138 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $248,132 | 1,036 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $194,533 | 1,074 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $199,782 | 1,036 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $162,548 | 1,036 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $186,661 | 1,086 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $105,832 | 886 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||