Rockefeller Capital Management
LXEO icon

Rockefeller Capital Management’s Lexeo Therapeutics LXEO Stock Holding History

Rockefeller Capital Management’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.3K Buy
3,949
+3,799
+2,533% +$17.2K ﹤0.01% 4054
2026
Q2 		$698 Sell
150
-991
-87% -$5.36K ﹤0.01% 4564
2026
Q1 		$6.55K Buy
1,141
+441
+63% +$3.12K ﹤0.01% 4158
2025
Q4 		$6.95K Buy
700
+500
+250% +$4.56K ﹤0.01% 3952
2025
Q3 		$1.33K Buy
+200
New +$967 ﹤0.01% 4146

Other funds holding LXEO

Affinity Asset Advisors
Affinity Asset Advisors New York $2.46B AUM 196.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.16B AUM 31.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Rockefeller Capital Management's LXEO Position: Q3 2026 in Review

Rockefeller Capital Management increased its Lexeo Therapeutics (LXEO) stake by 2,533% in Q3 2026, buying an estimated $17.2K and bringing the position to 3,949 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4054.

Rockefeller Capital Management first reported a position in LXEO in Q3 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold LXEO as of Q3 2026.

  • Rockefeller Capital Management held 3,949 shares of Lexeo Therapeutics worth $13.3K as of Q3 2026.
  • Rockefeller Capital Management bought 3,799 Lexeo Therapeutics shares in Q3 2026, an estimated $17.2K.
  • Lexeo Therapeutics made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #4054 holding.
  • Rockefeller Capital Management first reported a position in Lexeo Therapeutics in Q3 2025 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.