Rockefeller Capital Management
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Rockefeller Capital Management increased its Interactive Brokers (IBKR) stake by 0.58% in Q1 2026, buying an estimated $7.57K and bringing the position to 18,312 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Rockefeller Capital Management first reported a position in IBKR in Q1 2019 and has held it in 20 quarters since. The position peaked at $9.37M in Q2 2023. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Rockefeller Capital Management held 18,312 shares of Interactive Brokers worth $1.23M as of Q1 2026.
  • Rockefeller Capital Management bought 106 Interactive Brokers shares in Q1 2026, an estimated $7.57K.
  • Interactive Brokers made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1518 holding.
  • Rockefeller Capital Management first reported a position in Interactive Brokers in Q1 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Interactive Brokers position peaked at $9.37M in Q2 2023.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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