Rockefeller Capital Management
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Rockefeller Capital Management’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Rockefeller Capital Management’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Buy
26,624
+13,567
+104% +$203K ﹤0.01% 2154
2025
Q4 		$201K Sell
13,057
-4,907
-27% -$78.6K ﹤0.01% 2369
2025
Q3 		$295K Sell
17,964
-11,721
-39% -$193K ﹤0.01% 2029
2025
Q2 		$477K Buy
+29,685
New +$461K ﹤0.01% 1569
2022
Q3 		– Sell
-78
Closed -$1K – 3987
2022
Q2 		$1K Buy
+78
New +$1.15K ﹤0.01% 3934

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockefeller Capital Management's ECAT Position: Q1 2026 in Review

Rockefeller Capital Management increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 104% in Q1 2026, buying an estimated $203K and bringing the position to 26,624 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Rockefeller Capital Management first reported a position in ECAT in Q2 2022 and has held it in 5 quarters since. The position peaked at $477K in Q2 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Rockefeller Capital Management held 26,624 shares of BlackRock ESG Capital Allocation Term Trust worth $362K as of Q1 2026.
  • Rockefeller Capital Management bought 13,567 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $203K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2154 holding.
  • Rockefeller Capital Management first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2022 and has held it in 5 quarters since.
  • Rockefeller Capital Management's BlackRock ESG Capital Allocation Term Trust position peaked at $477K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.