Rockefeller Capital Management
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Rockefeller Capital Management’s Global X FinTech ETF FINX Stock Holding History

Rockefeller Capital Management’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71K Sell
2,874
-1,469
-34% -$36.6K ﹤0.01% 3175
2026
Q1 		$100K Buy
4,343
+16
+0.4% +$414 ﹤0.01% 2875
2025
Q4 		$127K Buy
4,327
+566
+15% +$18K ﹤0.01% 2600
2025
Q3 		$126K Buy
+3,761
New +$128K ﹤0.01% 2461
2023
Q1 		– Sell
-1,813
Closed -$34K – 2631
2022
Q4 		$34K Sell
1,813
-16,922
-90% -$341K ﹤0.01% 2565
2022
Q3 		$379K Buy
18,735
+18,542
+9,607% +$437K ﹤0.01% 1374
2022
Q2 		$4K Sell
193
-313
-62% -$8.01K ﹤0.01% 3540
2022
Q1 		$16K Sell
506
-3,482
-87% -$114K ﹤0.01% 2822
2021
Q4 		$158K Buy
3,988
+975
+32% +$46.2K ﹤0.01% 1744
2021
Q3 		$144K Sell
3,013
-51
-2% -$2.5K ﹤0.01% 1705
2021
Q2 		$146K Buy
3,064
+761
+33% +$34.9K ﹤0.01% 1643
2021
Q1 		$101K Sell
2,303
-1,973
-46% -$92.8K ﹤0.01% 1591
2020
Q4 		$199K Sell
4,276
-12
-0.3% -$501 ﹤0.01% 1192
2020
Q3 		$162K Buy
4,288
+3,936
+1,118% +$143K ﹤0.01% 1111
2020
Q2 		$12K Buy
+352
New +$10.4K ﹤0.01% 1835

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Raymond James Financial
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCP
Stamos Capital Partners Menlo Park, California $653M AUM 19.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

Rockefeller Capital Management's FINX Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Global X FinTech ETF (FINX) stake by 34% in Q2 2026, selling an estimated $36.6K and leaving 2,874 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

Rockefeller Capital Management first reported a position in FINX in Q2 2020 and has held it in 15 quarters since. The position peaked at $379K in Q3 2022. 78 funds tracked by Wall St. Rank hold FINX as of Q2 2026.

  • Rockefeller Capital Management held 2,874 shares of Global X FinTech ETF worth $71K as of Q2 2026.
  • Rockefeller Capital Management sold 1,469 Global X FinTech ETF shares in Q2 2026, an estimated $36.6K.
  • Global X FinTech ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3175 holding.
  • Rockefeller Capital Management first reported a position in Global X FinTech ETF in Q2 2020 and has held it in 15 quarters since.
  • Rockefeller Capital Management's Global X FinTech ETF position peaked at $379K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.