Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,031,059
-$119,060 QoQ
Shares Held
14,778
-5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#268
of 592 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $538,092,195 across 42 Capital Markets names. SF ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,151 | $208,494,934 | |
| 2 | MS |
Morgan Stanley
|
427,632 | $89,392,191 | |
| 3 | EVR |
Evercore Inc.
|
170,140 | $58,092,599 | |
| 4 | SNEX |
StoneX Group Inc.
|
718,330 | $56,748,108 | |
| 5 | SCHW |
Schwab Charles Corp
|
319,236 | $29,455,903 | |
| 6 | PJT |
PJT Partners Inc.
|
130,859 | $19,751,854 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
287,407 | $18,000,299 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
141,159 | $14,155,423 |
All Filings in SF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,031,059 | 14,778 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,150,119 | 15,559 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,251,699 | 9,996 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $925,915 | 8,160 | Shares | Defined | 2025-11-14 | |
| 2023-06-30 | $406,233 | 6,808 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $274,711 | 4,690 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $123,804 | 2,162 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $115,759 | 2,230 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $72,433 | 1,293 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $96,689 | 1,424 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $106,262 | 1,509 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $78,764 | 1,159 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $78,221 | 1,206 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $24,406 | 381 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $12,513 | 248 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,055 | 100 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,584 | 181 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,128 | 100 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||