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
Q2 		$4 Hold
2
– – ﹤0.01% 4720
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 $604M AUM 96.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Rockefeller Capital Management held its Serina Therapeutics (SER) position steady in Q2 2026 at 2 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #4720.

Rockefeller Capital Management first reported a position in SER in Q4 2019 and has held it in 5 quarters since. The position peaked at $11 in Q3 2025. 27 funds tracked by Wall St. Rank hold SER as of Q2 2026.

  • Rockefeller Capital Management held 2 shares of Serina Therapeutics worth $4 as of Q2 2026.
  • Rockefeller Capital Management left its Serina Therapeutics share count unchanged in Q2 2026.
  • Serina Therapeutics made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4720 holding.
  • Rockefeller Capital Management first reported a position in Serina Therapeutics in Q4 2019 and has held it in 5 quarters since.
  • Rockefeller Capital Management's Serina Therapeutics position peaked at $11 in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Serina Therapeutics as of Q2 2026.

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