Bay Harbor Wealth Management, LLC

Position in EFX — Equifax Inc

CIK 1767989 Hunt Valley, MD

Position in EFX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,587

-$1,114 QoQ

Shares Held

-33.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#788

of 830 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $5,253 across 4 Consulting Services names. EFX ranks #1 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EFX	Equifax Inc This page	10	$1,587
2	BAH	Booz Allen Hamilton Holding Corp	26	$1,577
3	FCN	Fti Consulting, Inc	8	$1,192
4	VRSK	Verisk Analytics, Inc.	5	$897

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,587	10	-33.3%	Shares	Other	2026-07-28
2026-03-31	$2,701	15	+66.7%	Shares	Other	2026-04-14
2025-12-31	$1,952	9	+28.6%	Shares	Other	2026-02-02
2025-09-30	$1,795	7	+16.7%	Shares	Other	2025-10-09
2025-06-30	$1,556	6	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$730	3	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.