Rockefeller Capital Management
XP icon

Rockefeller Capital Management’s XP XP Stock Holding History

Rockefeller Capital Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54.9K Buy
2,617
+1,112
+74% +$19.8K ﹤0.01% 3416
2026
Q2 		$24.5K Sell
1,505
-136
-8% -$2.42K ﹤0.01% 3674
2026
Q1 		$31.2K Buy
1,641
+399
+32% +$7.71K ﹤0.01% 3498
2025
Q4 		$20.3K Buy
1,242
+834
+204% +$14.7K ﹤0.01% 3514
2025
Q3 		$7.67K Buy
+408
New +$7.32K ﹤0.01% 3748
2024
Q3 		– Sell
-11,906
Closed -$209K – 1701
2024
Q2 		$209K Buy
+11,906
New +$246K ﹤0.01% 1616
2023
Q1 		– Sell
-21
Closed – – 3915
2022
Q4 		$0 Sell
21
-6
-22% -$105 ﹤0.01% 4258
2022
Q3 		$0 Sell
27
-6,417
-100% -$127K ﹤0.01% 4435
2022
Q2 		$115K Buy
6,444
+3,117
+94% +$71.8K ﹤0.01% 1866
2022
Q1 		$100K Sell
3,327
-203
-6% -$6.33K ﹤0.01% 1982
2021
Q4 		$101K Buy
3,530
+3,119
+759% +$102K ﹤0.01% 1937
2021
Q3 		$16K Buy
411
+61
+17% +$2.72K ﹤0.01% 2695
2021
Q2 		$15K Hold
350
– – ﹤0.01% 2620
2021
Q1 		$13K Hold
350
– – ﹤0.01% 2492
2020
Q4 		$13K Hold
350
– – ﹤0.01% 2168
2020
Q3 		$14K Sell
350
-63
-15% -$2.88K ﹤0.01% 1916
2020
Q2 		$17K Buy
+413
New +$12.7K ﹤0.01% 1733

Other funds holding XP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
General Atlantic
General Atlantic New York $2.48B AUM 19.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

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

Rockefeller Capital Management increased its XP (XP) stake by 74% in Q3 2026, buying an estimated $19.8K and bringing the position to 2,617 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

Rockefeller Capital Management first reported a position in XP in Q2 2020 and has held it in 17 quarters since. The position peaked at $209K in Q2 2024. 293 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • Rockefeller Capital Management held 2,617 shares of XP worth $54.9K as of Q3 2026.
  • Rockefeller Capital Management bought 1,112 XP shares in Q3 2026, an estimated $19.8K.
  • XP made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3416 holding.
  • Rockefeller Capital Management first reported a position in XP in Q2 2020 and has held it in 17 quarters since.
  • Rockefeller Capital Management's XP position peaked at $209K in Q2 2024.
  • 293 funds tracked by Wall St. Rank held XP as of Q3 2026.

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