Position in EFX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,998
-$2,690 QoQ
Shares Held
126
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#703
of 830 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $58,889 across 2 Consulting Services names. EFX ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCN |
Fti Consulting, Inc
|
261 | $38,891 | |
| 2 | EFX |
Equifax Inc
This page
|
126 | $19,998 |
All Filings in EFX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,998 | 126 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $22,688 | 126 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $27,339 | 126 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $32,322 | 126 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $32,680 | 126 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $30,688 | 126 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $32,111 | 126 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $37,026 | 126 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $30,549 | 126 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $33,707 | 126 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $31,158 | 126 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $23,080 | 126 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $29,647 | 126 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $25,557 | 126 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $24,489 | 126 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $103,886 | 606 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $110,764 | 606 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $143,682 | 606 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $177,430 | 606 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $153,572 | 606 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $145,143 | 606 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $109,764 | 606 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $116,861 | 606 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $95,081 | 606 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $104,159 | 606 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $72,386 | 606 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||