Rockefeller Capital Management
EFX icon

Rockefeller Capital Management’s Equifax EFX Stock Holding History

Rockefeller Capital Management’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.41M Sell
7,829
-624
-7% -$124K ﹤0.01% 1454
2025
Q4 		$1.83M Buy
8,453
+1,431
+20% +$313K ﹤0.01% 1284
2025
Q3 		$1.8M Buy
+7,022
New +$1.76M ﹤0.01% 1200
2023
Q2 		– Sell
-1,937
Closed -$392K – 1868
2023
Q1 		$392K Buy
1,937
+313
+19% +$65.2K ﹤0.01% 1453
2022
Q4 		$315K Sell
1,624
-146
-8% -$26.7K ﹤0.01% 1453
2022
Q3 		$303K Sell
1,770
-35
-2% -$6.86K ﹤0.01% 1465
2022
Q2 		$329K Buy
1,805
+456
+34% +$91.3K ﹤0.01% 1438
2022
Q1 		$319K Buy
1,349
+82
+6% +$19.3K ﹤0.01% 1497
2021
Q4 		$371K Sell
1,267
-73
-5% -$20.3K ﹤0.01% 1421
2021
Q3 		$339K Buy
1,340
+310
+30% +$80.6K ﹤0.01% 1397
2021
Q2 		$246K Buy
1,030
+701
+213% +$157K ﹤0.01% 1433
2021
Q1 		$59K Buy
329
+3
+0.9% +$530 ﹤0.01% 1824
2020
Q4 		$62K Buy
326
+10
+3% +$1.68K ﹤0.01% 1605
2020
Q3 		$49K Sell
316
-88
-22% -$14.4K ﹤0.01% 1509
2020
Q2 		$69K Buy
404
+77
+24% +$11.4K ﹤0.01% 1312
2020
Q1 		$39K Buy
327
+48
+17% +$6.98K ﹤0.01% 1306
2019
Q4 		$39K Buy
279
+12
+4% +$1.66K ﹤0.01% 1208
2019
Q3 		$38K Sell
267
-9
-3% -$1.27K ﹤0.01% 1052
2019
Q2 		$37K Sell
276
-66
-19% -$8.28K ﹤0.01% 883
2019
Q1 		$41K Buy
+342
New +$36.5K ﹤0.01% 975

Other funds holding EFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Rockefeller Capital Management's EFX Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Equifax (EFX) stake by 7.4% in Q1 2026, selling an estimated $124K and leaving 7,829 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Rockefeller Capital Management first reported a position in EFX in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.83M in Q4 2025. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • Rockefeller Capital Management held 7,829 shares of Equifax worth $1.41M as of Q1 2026.
  • Rockefeller Capital Management sold 624 Equifax shares in Q1 2026, an estimated $124K.
  • Equifax made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1454 holding.
  • Rockefeller Capital Management first reported a position in Equifax in Q1 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Equifax position peaked at $1.83M in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.