Rockefeller Capital Management’s Global X Social Media ETF SOCL Stock Holding History

Rockefeller Capital Management’s Portfolio SOCL Stock Details SOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.4K	Hold	1,036	–	–	﹤0.01%	3416
2026 Q1	$44.9K	Sell	1,036 -1,678	-62%	-$85.7K	﹤0.01%	3337
2025 Q4	$150K	Buy	2,714 +879	+48%	+$49.7K	﹤0.01%	2507
2025 Q3	$112K	Buy	+1,835	New	+$105K	﹤0.01%	2534
2023 Q1	–	Sell	-2,606	Closed	-$80K	–	3632
2022 Q4	$80K	Hold	2,606	–	–	﹤0.01%	2156
2022 Q3	$72K	Buy	2,606 +156	+6%	+$5.04K	﹤0.01%	2174
2022 Q2	$81K	Hold	2,450	–	–	﹤0.01%	2058
2022 Q1	$103K	Buy	2,450 +800	+48%	+$36.8K	﹤0.01%	1965
2021 Q4	$88K	Buy	+1,650	New	+$97.5K	﹤0.01%	1991
2021 Q2	–	Sell	-526	Closed	-$35K	–	3592
2021 Q1	$35K	Buy	+526	New	+$36.4K	﹤0.01%	2048

Other funds holding SOCL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Rockefeller Capital Management held its Global X Social Media ETF (SOCL) position steady in Q2 2026 at 1,036 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

Rockefeller Capital Management first reported a position in SOCL in Q1 2021 and has held it in 10 quarters since. The position peaked at $150K in Q4 2025. 42 funds tracked by Wall St. Rank hold SOCL as of Q2 2026.

Rockefeller Capital Management held 1,036 shares of Global X Social Media ETF worth $45.4K as of Q2 2026.
Rockefeller Capital Management left its Global X Social Media ETF share count unchanged in Q2 2026.
Global X Social Media ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3416 holding.
Rockefeller Capital Management first reported a position in Global X Social Media ETF in Q1 2021 and has held it in 10 quarters since.
Rockefeller Capital Management's Global X Social Media ETF position peaked at $150K in Q4 2025.
42 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q2 2026.

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