Rockefeller Capital Management
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Rockefeller Capital Management’s Brandes International ETF BINV Stock Holding History

Rockefeller Capital Management’s Portfolio BINV Stock Details BINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.05M Buy
94,031
+13,095
+16% +$581K 0.01% 1094
2026
Q2 		$3.4M Buy
80,936
+14,406
+22% +$614K 0.01% 1139
2026
Q1 		$2.74M Buy
66,530
+57,466
+634% +$2.42M ﹤0.01% 1158
2025
Q4 		$364K Buy
+9,064
New +$356K ﹤0.01% 2070

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nvest Wealth Strategies
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Kelleher Financial Advisors
Kelleher Financial Advisors New York $377M AUM 12.39% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

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

Rockefeller Capital Management increased its Brandes International ETF (BINV) stake by 16% in Q3 2026, buying an estimated $581K and bringing the position to 94,031 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #1094.

Rockefeller Capital Management first reported a position in BINV in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold BINV as of Q3 2026.

  • Rockefeller Capital Management held 94,031 shares of Brandes International ETF worth $4.05M as of Q3 2026.
  • Rockefeller Capital Management bought 13,095 Brandes International ETF shares in Q3 2026, an estimated $581K.
  • Brandes International ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1094 holding.
  • Rockefeller Capital Management first reported a position in Brandes International ETF in Q4 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Brandes International ETF as of Q3 2026.

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