NewEdge Wealth, LLC

Position in EFX — Equifax Inc

CIK 1861796 STAMFORD, CT

Position in EFX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,269,061

-$702,094 QoQ

Shares Held

14,296

-13.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#285

of 830 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

NewEdge Wealth, LLC holds $5,279,847 across 3 Consulting Services names. EFX ranks #2 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCN	Fti Consulting, Inc	18,639	$2,777,397
2	EFX	Equifax Inc This page	14,296	$2,269,061
3	VRSK	Verisk Analytics, Inc.	1,300	$233,389

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,269,061	14,296	-13.4%	Shares	Sole	2026-08-10
2026-03-31	$2,971,155	16,500	-13.9%	Shares	Sole	2026-05-13
2025-12-31	$4,159,289	19,169	-3.4%	Shares	Sole	2026-02-03
2025-09-30	$5,091,863	19,849	+1.5%	Shares	Sole	2025-11-07
2025-06-30	$5,070,424	19,549	-8.5%	Shares	Sole	2025-08-11
2025-03-31	$5,201,710	21,357	+1.3%	Shares	Sole	2025-05-09
2024-12-31	$5,372,492	21,081	+3.3%	Shares	Sole	2025-02-05
2024-09-30	$5,994,744	20,400	+13.5%	Shares	Sole	2024-11-12
2024-06-30	$4,357,006	17,970	+2.2%	Shares	Sole	2024-08-02
2024-03-31	$4,705,409	17,589	+10.3%	Shares	Sole	2024-05-06
2023-12-31	$3,942,544	15,943	+3.6%	Shares	Sole	2024-01-29
2023-09-30	$2,817,674	15,382	+8.9%	Shares	Sole	2023-11-08
2023-06-30	$3,322,436	14,120	+2.8%	Shares	Sole	2023-08-09
2023-03-31	$2,786,413	13,737	+2.4%	Shares	Sole	2023-05-08
2022-12-31	$2,607,145	13,414	+7.7%	Shares	Sole	2023-02-14
2022-09-30	$2,134,646	12,452	+6.1%	Shares	Sole	2022-11-14
2022-06-30	$2,146,019	11,741	+65.0%	Shares	Sole	2022-08-09
2022-03-31	$1,687,203	7,116	+15.3%	Shares	Sole	2022-05-10
2021-12-31	$1,807,392	6,173	+3.9%	Shares	Sole	2022-01-31
2021-09-30	$1,506,075	5,943	+11.9%	Shares	Sole	2021-11-12
2021-06-30	$1,271,798	5,310	+3.5%	Shares	Sole	2021-08-11
2021-03-31	$929,015	5,129	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.