Rockefeller Capital Management
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Rockefeller Capital Management’s Axos Financial AX Stock Holding History

Rockefeller Capital Management’s Portfolio AX Stock Details AX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$173K Buy
2023
Q1 		– Sell
2022
Q4 		$0 Sell
2022
Q3 		$1K Sell
2022
Q2 		$19K Buy
2022
Q1 		$2K Buy
2020
Q4 		– Sell
2020
Q3 		$10K Buy
2020
Q2 		$6K Sell
2020
Q1 		$8K Buy