Rockefeller Capital Management’s Barron's 400 ETF BFOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Buy	11,604 +812	+8%	+$18.2K	﹤0.01%	2426
2026 Q1	$224K	Buy	10,792 +2,516	+30%	+$53.8K	﹤0.01%	2430
2025 Q4	$170K	Buy	8,276 +12	+0.1%	+$244	﹤0.01%	2459
2025 Q3	$168K	Buy	+8,264	New	+$164K	﹤0.01%	2320
2023 Q1	–	Sell	-2,220	Closed	-$29K	–	2167
2022 Q4	$29K	Sell	2,220 -1,164	-34%	-$15.8K	﹤0.01%	2641
2022 Q3	$41K	Buy	3,384 +644	+24%	+$8.66K	﹤0.01%	2449
2022 Q2	$34K	Hold	2,740	–	–	﹤0.01%	2456
2022 Q1	$40K	Hold	2,740	–	–	﹤0.01%	2398
2021 Q4	$44K	Buy	2,740 +12	+0.4%	+$189	﹤0.01%	2271
2021 Q3	$40K	Buy	2,728 +1,528	+127%	+$22.9K	﹤0.01%	2237
2021 Q2	$17K	Buy	+1,200	New	+$17.6K	﹤0.01%	2546
2021 Q1	–	Sell	-199,552	Closed	-$2.48M	–	3248
2020 Q4	$2.48M	Buy	199,552 +8	+0%	+$93	0.02%	468
2020 Q3	$2.09M	Hold	199,544	–	–	0.02%	413
2020 Q2	$1.96M	Sell	199,544 -7,240	-4%	-$65.8K	0.02%	394
2020 Q1	$1.61M	Hold	206,784	–	–	0.02%	374
2019 Q4	$2.21M	Hold	206,784	–	–	0.03%	331
2019 Q3	$2.06M	Hold	206,784	–	–	0.03%	290
2019 Q2	$2.09M	Hold	206,784	–	–	0.03%	248
2019 Q1	$2.07M	Buy	206,784 +5,684	+3%	+$56.2K	0.03%	255
2018 Q4	$1.78M	Buy	+201,100	New	+$2M	0.03%	195

Other funds holding BFOR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

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

Rockefeller Capital Management increased its Barron's 400 ETF (BFOR) stake by 7.5% in Q2 2026, buying an estimated $18.2K and bringing the position to 11,604 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Rockefeller Capital Management first reported a position in BFOR in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.48M in Q4 2020. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

Rockefeller Capital Management held 11,604 shares of Barron's 400 ETF worth $277K as of Q2 2026.
Rockefeller Capital Management bought 812 Barron's 400 ETF shares in Q2 2026, an estimated $18.2K.
Barron's 400 ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2426 holding.
Rockefeller Capital Management first reported a position in Barron's 400 ETF in Q4 2018 and has held it in 20 quarters since.
Rockefeller Capital Management's Barron's 400 ETF position peaked at $2.48M in Q4 2020.
43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

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