Position in SNEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$56,748,108
-$8,577,784 QoQ
Shares Held
718,330
-40.9% QoQ
Ownership
0.596%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#28
of 469 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SNEX 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. SNEX ranks #4 (10.5% 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.
This page
|
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 SNEX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,748,108 | 478,887 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $65,325,892 | 809,992 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $58,089,516 | 610,633 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $80,996,918 | 802,586 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,874,364 | 42,510 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $67,915,939 | 889,184 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $52,165,901 | 532,469 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $51,026,055 | 623,182 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $44,084,565 | 585,374 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $34,899,442 | 496,718 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $35,862,920 | 485,749 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $23,878,092 | 246,369 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,276,678 | 232,025 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,345,861 | 138,567 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $48,221 | 506 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $41,967 | 506 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $42,157 | 540 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $37,114 | 500 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,625 | 500 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $32,950 | 500 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $30,335 | 500 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $32,690 | 500 | Shares | Defined | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||