Rockefeller Capital Management
CIA icon

Rockefeller Capital Management’s Citizens CIA Stock Holding History

Rockefeller Capital Management’s Portfolio CIA Stock Details CIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.15K Sell
375
-418
-53% -$2.27K ﹤0.01% 4414
2026
Q1 		$3.99K Buy
793
+634
+399% +$3.37K ﹤0.01% 4285
2025
Q4 		$768 Buy
+159
New +$876 ﹤0.01% 4482

Other funds holding CIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Rockefeller Capital Management reduced its Citizens (CIA) stake by 53% in Q2 2026, selling an estimated $2.27K and leaving 375 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4414.

Rockefeller Capital Management first reported a position in CIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.99K in Q1 2026. 76 funds tracked by Wall St. Rank hold CIA as of Q2 2026.

  • Rockefeller Capital Management held 375 shares of Citizens worth $2.15K as of Q2 2026.
  • Rockefeller Capital Management sold 418 Citizens shares in Q2 2026, an estimated $2.27K.
  • Citizens made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4414 holding.
  • Rockefeller Capital Management first reported a position in Citizens in Q4 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Citizens position peaked at $3.99K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Citizens as of Q2 2026.

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