Position in FORR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$109,548
New position
Shares Held
13,026
first reported quarter
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 99 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Consulting Services
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $139,587,334 across 7 Consulting Services names. FORR ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRSK |
Verisk Analytics, Inc.
|
739,093 | $132,689,366 | |
| 2 | EFX |
Equifax Inc
|
20,550 | $3,261,696 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
41,112 | $2,494,265 | |
| 4 | FCN |
Fti Consulting, Inc
|
4,208 | $627,034 | |
| 5 | ICFI |
ICF International, Inc.
|
4,969 | $362,041 | |
| 6 | FORR |
Forrester Research, Inc.
This page
|
13,026 | $109,548 | |
| 7 | RGP |
Resources Connection, Inc.
|
10,208 | $43,384 |
All Filings in FORR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,548 | 13,026 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||