Rockefeller Capital Management
STXF

Rockefeller Capital Management’s Strive 500 ETF STXF Stock Holding History

Rockefeller Capital Management’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.52M Sell
72,785
-2,207
-3% -$103K 0.01% 1128
2026
Q1 		$3.15M Buy
74,992
+7,428
+11% +$326K 0.01% 1101
2025
Q4 		$2.98M Buy
67,564
+614
+0.9% +$26.9K 0.01% 1080
2025
Q3 		$2.89M Buy
66,950
+27,458
+70% +$1.14M 0.01% 1017
2025
Q2 		$2.77M Sell
39,492
-70,141
-64% -$2.59M 0.01% 991
2025
Q1 		$3.95M Buy
109,633
+81,642
+292% +$3.1M 0.01% 814
2024
Q4 		$1.06M Buy
+27,991
New +$1.06M ﹤0.01% 1228

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.17% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Strive 500 ETF (STXF) stake by 2.9% in Q2 2026, selling an estimated $103K and leaving 72,785 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #1128.

Rockefeller Capital Management first reported a position in STXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.95M in Q1 2025. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Rockefeller Capital Management held 72,785 shares of Strive 500 ETF worth $3.52M as of Q2 2026.
  • Rockefeller Capital Management sold 2,207 Strive 500 ETF shares in Q2 2026, an estimated $103K.
  • Strive 500 ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1128 holding.
  • Rockefeller Capital Management first reported a position in Strive 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Rockefeller Capital Management's Strive 500 ETF position peaked at $3.95M in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

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