Rockefeller Capital Management
FISI icon

Rockefeller Capital Management’s Financial Institutions FISI Stock Holding History

Rockefeller Capital Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$61K Hold
1,565
– – ﹤0.01% 3349
2026
Q2 		$61K Buy
1,565
+332
+27% +$11.8K ﹤0.01% 3260
2026
Q1 		$39.1K Buy
1,233
+986
+399% +$31.7K ﹤0.01% 3408
2025
Q4 		$7.7K Buy
+247
New +$7.28K ﹤0.01% 3921
2022
Q3 		– Sell
-10
Closed – – 4024
2022
Q2 		$0 Hold
10
– – ﹤0.01% 4194
2022
Q1 		$0 Buy
+10
New +$321 ﹤0.01% 3927
2021
Q4 		– Sell
-46
Closed -$1K – 3833
2021
Q3 		$1K Buy
+46
New +$1.39K ﹤0.01% 3562

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Geode Capital Management
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American Century Companies
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JP Morgan Chase
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Rockefeller Capital Management's FISI Position: Q3 2026 in Review

Rockefeller Capital Management held its Financial Institutions (FISI) position steady in Q3 2026 at 1,565 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

Rockefeller Capital Management first reported a position in FISI in Q3 2021 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold FISI as of Q3 2026.

  • Rockefeller Capital Management held 1,565 shares of Financial Institutions worth $61K as of Q3 2026.
  • Rockefeller Capital Management left its Financial Institutions share count unchanged in Q3 2026.
  • Financial Institutions made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3349 holding.
  • Rockefeller Capital Management first reported a position in Financial Institutions in Q3 2021 and has held it in 7 quarters since.
  • 121 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2026.

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