Rockefeller Capital Management’s SPX Corp SPXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$166K	Sell	980 -7	-0.7%	-$1.42K	﹤0.01%	2782
2026 Q2	$242K	Buy	987 +2	+0.2%	+$438	﹤0.01%	2499
2026 Q1	$197K	Buy	985 +428	+77%	+$92K	﹤0.01%	2505
2025 Q4	$111K	Buy	557 +110	+25%	+$22.4K	﹤0.01%	2669
2025 Q3	$83.5K	Buy	+447	New	+$82.6K	﹤0.01%	2656
2023 Q1	–	Sell	-8	Closed	–	–	3649
2022 Q4	$0	Hold	8	–	–	﹤0.01%	4186
2022 Q3	$0	Sell	8 -79	-91%	-$4.52K	﹤0.01%	4344
2022 Q2	$4K	Sell	87 -25	-22%	-$1.21K	﹤0.01%	3572
2022 Q1	$5K	Hold	112	–	–	﹤0.01%	3354
2021 Q4	$6K	Hold	112	–	–	﹤0.01%	3215
2021 Q3	$5K	Hold	112	–	–	﹤0.01%	3190
2021 Q2	$6K	Hold	112	–	–	﹤0.01%	2990
2021 Q1	$6K	Hold	112	–	–	﹤0.01%	2859
2020 Q4	$6K	Hold	112	–	–	﹤0.01%	2395
2020 Q3	$5K	Hold	112	–	–	﹤0.01%	2244
2020 Q2	$5K	Hold	112	–	–	﹤0.01%	2115
2020 Q1	$4K	Buy	+112	New	+$5.05K	﹤0.01%	2037

Other funds holding SPXC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rockefeller Capital Management's SPXC Position: Q3 2026 in Review

Rockefeller Capital Management reduced its SPX Corp (SPXC) stake by 0.71% in Q3 2026, selling an estimated $1.42K and leaving 980 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Rockefeller Capital Management first reported a position in SPXC in Q1 2020 and has held it in 17 quarters since. The position peaked at $242K in Q2 2026. 389 funds tracked by Wall St. Rank hold SPXC as of Q3 2026.

Rockefeller Capital Management held 980 shares of SPX Corp worth $166K as of Q3 2026.
Rockefeller Capital Management sold 7 SPX Corp shares in Q3 2026, an estimated $1.42K.
SPX Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2782 holding.
Rockefeller Capital Management first reported a position in SPX Corp in Q1 2020 and has held it in 17 quarters since.
Rockefeller Capital Management's SPX Corp position peaked at $242K in Q2 2026.
389 funds tracked by Wall St. Rank held SPX Corp as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.