Rockefeller Capital Management
EXFY icon

Rockefeller Capital Management’s Expensify EXFY Stock Holding History

Rockefeller Capital Management’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10
Closed -$15 – 4757
2025
Q4 		$15 Hold
10
– – ﹤0.01% 4654
2025
Q3 		$19 Buy
+10
New +$20 ﹤0.01% 4407
2023
Q1 		– Sell
-575
Closed -$5K – 2582
2022
Q4 		$5K Hold
575
– – ﹤0.01% 3320
2022
Q3 		$8K Hold
575
– – ﹤0.01% 3172
2022
Q2 		$10K Buy
+575
New +$10.2K ﹤0.01% 3112

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