Rockefeller Capital Management’s StoneX SNEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65.3M Sell
809,992
-105,958
-12% -$8.04M 0.12% 172
2025
Q4
$58.1M Sell
915,950
-287,929
-24% -$18.1M 0.1% 185
2025
Q3
$81M Sell
1,203,879
-158,828
-12% -$10.1M 0.16% 123
2025
Q2
$82.8M Buy
1,362,707
+28,931
+2% +$1.63M 0.18% 117
2025
Q1
$67.9M Buy
1,333,776
+135,721
+11% +$6.83M 0.17% 121
2024
Q4
$52.2M Sell
1,198,055
-204,105
-15% -$8.57M 0.14% 157
2024
Q3
$51M Buy
1,402,160
+85,068
+6% +$3.01M 0.14% 159
2024
Q2
$44.1M Buy
1,317,092
+199,476
+18% +$6.38M 0.13% 167
2024
Q1
$34.9M Buy
1,117,616
+24,681
+2% +$741K 0.1% 212
2023
Q4
$35.9M Buy
1,092,935
+261,440
+31% +$7.45M 0.12% 188
2023
Q3
$23.9M Buy
831,495
+48,411
+6% +$1.33M 0.09% 228
2023
Q2
$19.3M Buy
783,084
+315,420
+67% +$8.44M 0.07% 276
2023
Q1
$14.3M Buy
467,664
+465,956
+27,281% +$13.3M 0.06% 338
2022
Q4
$48K Hold
1,708
﹤0.01% 2413
2022
Q3
$41K Sell
1,708
-115
-6% -$2.95K ﹤0.01% 2459
2022
Q2
$42K Buy
1,823
+135
+8% +$2.92K ﹤0.01% 2370
2022
Q1
$37K Hold
1,688
﹤0.01% 2446
2021
Q4
$30K Hold
1,688
﹤0.01% 2445
2021
Q3
$32K Hold
1,688
﹤0.01% 2365
2021
Q2
$30K Hold
1,688
﹤0.01% 2299
2021
Q1
$32K Buy
+1,688
New +$30.5K ﹤0.01% 2078

Other funds holding SNEX