Rockefeller Capital Management
IBKR icon

Rockefeller Capital Management’s Interactive Brokers IBKR Stock Holding History

Rockefeller Capital Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Sell
15,265
-3,047
-17% -$254K ﹤0.01% 1567
2026
Q1 		$1.23M Buy
18,312
+106
+0.6% +$7.57K ﹤0.01% 1518
2025
Q4 		$1.17M Buy
18,206
+9,597
+111% +$642K ﹤0.01% 1486
2025
Q3 		$592K Sell
8,609
-5,964
-41% -$375K ﹤0.01% 1689
2025
Q2 		$808K Buy
+14,573
New +$691K ﹤0.01% 1399
2025
Q1 		– Sell
-52,216
Closed -$2.31M – 1697
2024
Q4 		$2.31M Buy
+52,216
New +$2.2M 0.01% 966
2023
Q4 		– Sell
-181,568
Closed -$3.93M – 1569
2023
Q3 		$3.93M Sell
181,568
-269,436
-60% -$5.99M 0.02% 631
2023
Q2 		$9.37M Buy
+451,004
New +$8.9M 0.04% 446
2023
Q1 		– Sell
-1,580
Closed -$28K – 2867
2022
Q4 		$28K Sell
1,580
-2,332
-60% -$43.6K ﹤0.01% 2660
2022
Q3 		$62K Sell
3,912
-128
-3% -$1.97K ﹤0.01% 2238
2022
Q2 		$54K Buy
4,040
+1,772
+78% +$26.3K ﹤0.01% 2249
2022
Q1 		$36K Sell
2,268
-320
-12% -$5.51K ﹤0.01% 2455
2021
Q4 		$50K Sell
2,588
-820
-24% -$15.3K ﹤0.01% 2220
2021
Q3 		$52K Buy
3,408
+3,252
+2,085% +$51.2K ﹤0.01% 2121
2021
Q2 		$1K Buy
156
+48
+44% +$830 ﹤0.01% 3337
2021
Q1 		$1K Sell
108
-112
-51% -$2.02K ﹤0.01% 3178
2020
Q4 		$3K Buy
220
+144
+189% +$1.91K ﹤0.01% 2559
2020
Q3 		$0 Hold
76
– – ﹤0.01% 2676
2020
Q2 		$1K Buy
76
+64
+533% +$669 ﹤0.01% 2453
2020
Q1 		$0 Buy
+12
New +$145 ﹤0.01% 2413
2019
Q2 		– Sell
-1,296
Closed -$17K – 1796
2019
Q1 		$17K Buy
+1,296
New +$17K ﹤0.01% 1307

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Interactive Brokers (IBKR) stake by 17% in Q2 2026, selling an estimated $254K and leaving 15,265 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Rockefeller Capital Management first reported a position in IBKR in Q1 2019 and has held it in 21 quarters since. The position peaked at $9.37M in Q2 2023. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Rockefeller Capital Management held 15,265 shares of Interactive Brokers worth $1.33M as of Q2 2026.
  • Rockefeller Capital Management sold 3,047 Interactive Brokers shares in Q2 2026, an estimated $254K.
  • Interactive Brokers made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1567 holding.
  • Rockefeller Capital Management first reported a position in Interactive Brokers in Q1 2019 and has held it in 21 quarters since.
  • Rockefeller Capital Management's Interactive Brokers position peaked at $9.37M in Q2 2023.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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