Rockefeller Capital Management
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Rockefeller Capital Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Rockefeller Capital Management’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$354K Sell
31,526
-14,447
-31% -$174K ﹤0.01% 2331
2026
Q2 		$576K Sell
45,973
-680
-1% -$8.56K ﹤0.01% 2013
2026
Q1 		$584K Sell
46,653
-3,074
-6% -$40K ﹤0.01% 1884
2025
Q4 		$649K Buy
49,727
+2,409
+5% +$31.8K ﹤0.01% 1764
2025
Q3 		$634K Buy
47,318
+834
+2% +$11.8K ﹤0.01% 1657
2025
Q2 		$679K Buy
46,484
+4,994
+12% +$70.6K ﹤0.01% 1460
2025
Q1 		$601K Buy
41,490
+1,692
+4% +$24.8K ﹤0.01% 1429
2024
Q4 		$581K Buy
39,798
+1,329
+3% +$19.6K ﹤0.01% 1427
2024
Q3 		$585K Sell
38,469
-1,788
-4% -$26.5K ﹤0.01% 1387
2024
Q2 		$587K Buy
40,257
+984
+3% +$14.9K ﹤0.01% 1388
2024
Q1 		$624K Buy
39,273
+925
+2% +$14.2K ﹤0.01% 1402
2023
Q4 		$575K Buy
38,348
+955
+3% +$14K ﹤0.01% 1308
2023
Q3 		$541K Buy
37,393
+931
+3% +$13.6K ﹤0.01% 1269
2023
Q2 		$524K Buy
36,462
+923
+3% +$13.4K ﹤0.01% 1324
2023
Q1 		$518K Buy
35,539
+26,595
+297% +$394K ﹤0.01% 1343
2022
Q4 		$127K Buy
8,944
+224
+3% +$3.28K ﹤0.01% 1898
2022
Q3 		$124K Sell
8,720
-13,645
-61% -$211K ﹤0.01% 1873
2022
Q2 		$317K Buy
22,365
+1,065
+5% +$16.1K ﹤0.01% 1451
2022
Q1 		$351K Buy
21,300
+12,781
+150% +$211K ﹤0.01% 1462
2021
Q4 		$154K Buy
8,519
+160
+2% +$2.98K ﹤0.01% 1751
2021
Q3 		$156K Buy
8,359
+158
+2% +$2.94K ﹤0.01% 1664
2021
Q2 		$153K Buy
8,201
+7,801
+1,950% +$145K ﹤0.01% 1622
2021
Q1 		$7K Hold
400
– – ﹤0.01% 2730
2020
Q4 		$7K Hold
400
– – ﹤0.01% 2327
2020
Q3 		$6K Hold
400
– – ﹤0.01% 2145
2020
Q2 		$6K Sell
400
-1,135
-74% -$15.4K ﹤0.01% 2026
2020
Q1 		$19K Buy
1,535
+1,135
+284% +$17.2K ﹤0.01% 1525
2019
Q4 		$6K Hold
400
– – ﹤0.01% 1734
2019
Q3 		$7K Sell
400
-850
-68% -$14.6K ﹤0.01% 1518
2019
Q2 		$22K Buy
+1,250
New +$21.2K ﹤0.01% 999

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Invesco
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LPL Financial
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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
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Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

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

Rockefeller Capital Management reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 31% in Q3 2026, selling an estimated $174K and leaving 31,526 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Rockefeller Capital Management first reported a position in BIT in Q2 2019 and has held it in 30 quarters since. The position peaked at $679K in Q2 2025. 71 funds tracked by Wall St. Rank hold BIT as of Q3 2026.

  • Rockefeller Capital Management held 31,526 shares of BlackRock Multi-Sector Income Trust worth $354K as of Q3 2026.
  • Rockefeller Capital Management sold 14,447 BlackRock Multi-Sector Income Trust shares in Q3 2026, an estimated $174K.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2331 holding.
  • Rockefeller Capital Management first reported a position in BlackRock Multi-Sector Income Trust in Q2 2019 and has held it in 30 quarters since.
  • Rockefeller Capital Management's BlackRock Multi-Sector Income Trust position peaked at $679K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2026.

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