Rockefeller Capital Management
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Rockefeller Capital Management’s StoneX SNEX Stock Holding History

Rockefeller Capital Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.7M Sell
718,331
-496,657
-41% -$37.3M 0.09% 213
2026
Q1 		$65.3M Sell
1,214,988
-158,936
-12% -$8.04M 0.12% 172
2025
Q4 		$58.1M Sell
1,373,924
-431,895
-24% -$18.1M 0.1% 185
2025
Q3 		$81M Sell
1,805,819
-238,241
-12% -$10.1M 0.16% 123
2025
Q2 		$82.8M Buy
2,044,060
+43,396
+2% +$1.63M 0.18% 117
2025
Q1 		$67.9M Buy
2,000,664
+203,581
+11% +$6.83M 0.17% 121
2024
Q4 		$52.2M Sell
1,797,083
-306,156
-15% -$8.57M 0.14% 157
2024
Q3 		$51M Buy
2,103,239
+127,602
+6% +$3.01M 0.14% 159
2024
Q2 		$44.1M Buy
1,975,637
+299,214
+18% +$6.38M 0.13% 167
2024
Q1 		$34.9M Buy
1,676,423
+37,020
+2% +$741K 0.1% 212
2023
Q4 		$35.9M Buy
1,639,403
+392,160
+31% +$7.45M 0.12% 188
2023
Q3 		$23.9M Buy
1,247,243
+72,616
+6% +$1.33M 0.09% 228
2023
Q2 		$19.3M Buy
1,174,627
+473,132
+67% +$8.44M 0.07% 276
2023
Q1 		$14.3M Buy
701,495
+698,933
+27,281% +$13.3M 0.06% 338
2022
Q4 		$48K Hold
2,562
– – ﹤0.01% 2413
2022
Q3 		$41K Sell
2,562
-172
-6% -$2.94K ﹤0.01% 2459
2022
Q2 		$42K Buy
2,734
+203
+8% +$2.93K ﹤0.01% 2370
2022
Q1 		$37K Hold
2,531
– – ﹤0.01% 2446
2021
Q4 		$30K Hold
2,531
– – ﹤0.01% 2445
2021
Q3 		$32K Hold
2,531
– – ﹤0.01% 2365
2021
Q2 		$30K Hold
2,531
– – ﹤0.01% 2299
2021
Q1 		$32K Buy
+2,531
New +$30.5K ﹤0.01% 2078

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

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

Rockefeller Capital Management reduced its StoneX (SNEX) stake by 41% in Q2 2026, selling an estimated $37.3M and leaving 718,331 shares worth $56.7M. The position accounts for 0.09% of the portfolio, ranked #213.

Rockefeller Capital Management first reported a position in SNEX in Q1 2021 and has held it in 22 quarters since. The position peaked at $82.8M in Q2 2025. 471 funds tracked by Wall St. Rank hold SNEX as of Q2 2026.

  • Rockefeller Capital Management held 718,331 shares of StoneX worth $56.7M as of Q2 2026.
  • Rockefeller Capital Management sold 496,657 StoneX shares in Q2 2026, an estimated $37.3M.
  • StoneX made up 0.09% of Rockefeller Capital Management's portfolio in Q2 2026, its #213 holding.
  • Rockefeller Capital Management first reported a position in StoneX in Q1 2021 and has held it in 22 quarters since.
  • Rockefeller Capital Management's StoneX position peaked at $82.8M in Q2 2025.
  • 471 funds tracked by Wall St. Rank held StoneX as of Q2 2026.

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