Rockefeller Capital Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$735K	Sell	13,460 -489	-4%	-$26K	﹤0.01%	1884
2026 Q1	$686K	Sell	13,949 -76	-0.5%	-$3.83K	﹤0.01%	1796
2025 Q4	$694K	Buy	14,025 +22	+0.2%	+$1.1K	﹤0.01%	1730
2025 Q3	$702K	Buy	14,003 +42	+0.3%	+$2.01K	﹤0.01%	1606
2025 Q2	$651K	Buy	13,961 +49	+0.4%	+$2.15K	﹤0.01%	1474
2025 Q1	$602K	Buy	13,912 +171	+1%	+$7.62K	﹤0.01%	1428
2024 Q4	$596K	Buy	13,741 +43	+0.3%	+$1.91K	﹤0.01%	1422
2024 Q3	$593K	Buy	13,698 +48	+0.4%	+$2K	﹤0.01%	1385
2024 Q2	$558K	Buy	13,650 +1,572	+13%	+$61.9K	﹤0.01%	1398
2024 Q1	$476K	Sell	12,078 -235	-2%	-$8.7K	﹤0.01%	1487
2023 Q4	$431K	Buy	+12,313	New	+$408K	﹤0.01%	1384
2023 Q1	–	Sell	-237,823	Closed	-$7.36M	–	2606
2022 Q4	$7.36M	Sell	237,823 -160,511	-40%	-$5.02M	0.04%	443
2022 Q3	$11.2M	Sell	398,334 -34,936	-8%	-$1.07M	0.06%	324
2022 Q2	$12.6M	Sell	433,270 -3,292	-0.8%	-$106K	0.07%	291
2022 Q1	$14.8M	Buy	+436,562	New	+$14.5M	0.07%	278

Other funds holding FCPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Fidelity Stocks for Inflation ETF (FCPI) stake by 3.5% in Q2 2026, selling an estimated $26K and leaving 13,460 shares worth $735K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Rockefeller Capital Management first reported a position in FCPI in Q1 2022 and has held it in 15 quarters since. The position peaked at $14.8M in Q1 2022. 50 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

Rockefeller Capital Management held 13,460 shares of Fidelity Stocks for Inflation ETF worth $735K as of Q2 2026.
Rockefeller Capital Management sold 489 Fidelity Stocks for Inflation ETF shares in Q2 2026, an estimated $26K.
Fidelity Stocks for Inflation ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1884 holding.
Rockefeller Capital Management first reported a position in Fidelity Stocks for Inflation ETF in Q1 2022 and has held it in 15 quarters since.
Rockefeller Capital Management's Fidelity Stocks for Inflation ETF position peaked at $14.8M in Q1 2022.
50 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

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