Position in EFX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,877,911
-$1,251,994 QoQ
Shares Held
18,132
-20.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#252
of 830 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 23%
Shared 28%
None 49%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $29,540,208 across 7 Consulting Services names. EFX ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRSK |
Verisk Analytics, Inc.
|
101,082 | $18,147,251 | |
| 2 | EFX |
Equifax Inc
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|
18,132 | $2,877,911 | |
| 3 | ICFI |
ICF International, Inc.
|
39,242 | $2,859,172 | |
| 4 | HURN |
Huron Consulting Group Inc.
|
31,236 | $2,816,237 | |
| 5 | FCN |
Fti Consulting, Inc
|
8,696 | $1,295,790 | |
| 6 | CRAI |
Cra International, Inc.
|
6,257 | $890,371 | |
| 7 | BAH |
Booz Allen Hamilton Holding Corp
|
10,771 | $653,476 |
All Filings in EFX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,877,911 | 18,132 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,129,905 | 22,935 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,663,828 | 26,103 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $5,128,289 | 19,991 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $5,640,604 | 23,159 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,254,750 | 20,619 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $6,107,586 | 20,784 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,111,541 | 21,082 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $6,047,556 | 22,606 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,488,353 | 22,194 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,773,690 | 20,601 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $4,094,454 | 17,401 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,481,545 | 17,164 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,909,762 | 14,971 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||