Position in EFX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,936,849
+$4,465,383 QoQ
Shares Held
106,709
+54.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#107
of 830 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $44,089,759 across 5 Consulting Services names. EFX ranks #2 (38.4% of the industry book) .
All Filings in EFX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,936,849 | 106,709 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $12,471,466 | 69,259 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $17,576,462 | 81,005 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $18,911,644 | 73,721 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,390,624 | 63,194 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $20,834,119 | 85,540 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $26,328,551 | 103,310 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $27,562,595 | 93,795 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $22,317,714 | 92,047 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $24,429,925 | 91,320 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,098,450 | 101,494 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $12,711,041 | 69,391 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $13,718,694 | 58,303 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $9,837,129 | 48,497 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $13,314,046 | 68,502 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $9,703,280 | 56,602 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $22,320,908 | 122,119 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $12,989,520 | 54,785 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $21,199,750 | 72,406 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $30,160,018 | 119,012 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $28,426,719 | 118,687 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,821,684 | 81,829 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $22,275,716 | 115,514 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,550,750 | 105,486 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $26,860,371 | 156,274 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $11,224,236 | 93,966 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||