Rockefeller Capital Management’s PIMCO Investment Grade Corporate Bond Exchange-Traded Fund CORP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$287K	Buy	3,127 +990	+46%	+$93.8K	﹤0.01%	2457
2026 Q2	$207K	Sell	2,137 -239	-10%	-$23.1K	﹤0.01%	2589
2026 Q1	$230K	Sell	2,376 -394	-14%	-$38.6K	﹤0.01%	2412
2025 Q4	$271K	Buy	2,770 +1,811	+189%	+$178K	﹤0.01%	2210
2025 Q3	$94.7K	Buy	+959	New	+$93.5K	﹤0.01%	2601
2023 Q2	–	Sell	-2,326	Closed	-$223K	–	1855
2023 Q1	$223K	Buy	2,326 +165	+8%	+$15.7K	﹤0.01%	1758
2022 Q4	$200K	Buy	2,161 +111	+5%	+$10.3K	﹤0.01%	1660
2022 Q3	$187K	Buy	2,050 +870	+74%	+$83.9K	﹤0.01%	1678
2022 Q2	$113K	Hold	1,180	–	–	﹤0.01%	1875
2022 Q1	$122K	Sell	1,180 -598	-34%	-$64.1K	﹤0.01%	1897
2021 Q4	$200K	Buy	+1,778	New	+$201K	﹤0.01%	1645

Other funds holding CORP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

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

Rockefeller Capital Management increased its PIMCO Investment Grade Corporate Bond Exchange-Traded Fund (CORP) stake by 46% in Q3 2026, buying an estimated $93.8K and bringing the position to 3,127 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Rockefeller Capital Management first reported a position in CORP in Q4 2021 and has held it in 11 quarters since. 163 funds tracked by Wall St. Rank hold CORP as of Q3 2026.

Rockefeller Capital Management held 3,127 shares of PIMCO Investment Grade Corporate Bond Exchange-Traded Fund worth $287K as of Q3 2026.
Rockefeller Capital Management bought 990 PIMCO Investment Grade Corporate Bond Exchange-Traded Fund shares in Q3 2026, an estimated $93.8K.
PIMCO Investment Grade Corporate Bond Exchange-Traded Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2457 holding.
Rockefeller Capital Management first reported a position in PIMCO Investment Grade Corporate Bond Exchange-Traded Fund in Q4 2021 and has held it in 11 quarters since.
163 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Exchange-Traded Fund as of Q3 2026.

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