Rockefeller Capital Management
SER icon

Rockefeller Capital Management’s Serina Therapeutics SER Stock Holding History

Rockefeller Capital Management’s Portfolio SER Stock Details SER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4 Hold
2
– – ﹤0.01% 4676
2025
Q4 		$4 Hold
2
– – ﹤0.01% 4665
2025
Q3 		$11 Buy
+2
New +$11 ﹤0.01% 4415
2020
Q1 		– Sell
-3
Closed – – 2507
2019
Q4 		$0 Buy
+3
New +$162 ﹤0.01% 2235

Other funds holding SER

SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Rockefeller Capital Management held its Serina Therapeutics (SER) position steady in Q1 2026 at 2 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #4676.

Rockefeller Capital Management first reported a position in SER in Q4 2019 and has held it in 4 quarters since. The position peaked at $11 in Q3 2025. 25 funds tracked by Wall St. Rank hold SER as of Q1 2026.

  • Rockefeller Capital Management held 2 shares of Serina Therapeutics worth $4 as of Q1 2026.
  • Rockefeller Capital Management left its Serina Therapeutics share count unchanged in Q1 2026.
  • Serina Therapeutics made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4676 holding.
  • Rockefeller Capital Management first reported a position in Serina Therapeutics in Q4 2019 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Serina Therapeutics position peaked at $11 in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Serina Therapeutics as of Q1 2026.

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