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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
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
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$4.04T AUM
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$2.9T AUM
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1-Year Est. Return
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$145B AUM
22.78%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AC
AltraVue Capital
Bellevue, Washington
$1.16B AUM
46.45%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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