Position in EFX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$340,613
-$167,364 QoQ
Shares Held
2,146
-23.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#532
of 830 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $10,034,694 across 2 Consulting Services names. EFX ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRSK |
Verisk Analytics, Inc.
|
53,997 | $9,694,081 | |
| 2 | EFX |
Equifax Inc
This page
|
2,146 | $340,613 |
All Filings in EFX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,613 | 2,146 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $507,977 | 2,821 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,484,577 | 6,842 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,764,669 | 6,879 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,520,426 | 5,862 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,541,978 | 6,331 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,849,987 | 11,183 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,106,687 | 10,572 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,624,387 | 10,824 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,896,439 | 10,827 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,477,351 | 10,018 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,642,391 | 8,966 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||