Rockefeller Capital Management
LONZ icon

Rockefeller Capital Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Rockefeller Capital Management’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3K Hold
208
– – ﹤0.01% 3978
2025
Q4 		$10.5K Sell
208
-2,900
-93% -$147K ﹤0.01% 3785
2025
Q3 		$159K Buy
+3,108
New +$158K ﹤0.01% 2346

Other funds holding LONZ

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

Rockefeller Capital Management held its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) position steady in Q1 2026 at 208 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3978.

Rockefeller Capital Management first reported a position in LONZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $159K in Q3 2025. 63 funds tracked by Wall St. Rank hold LONZ as of Q1 2026.

  • Rockefeller Capital Management held 208 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $10.3K as of Q1 2026.
  • Rockefeller Capital Management left its PIMCO Senior Loan Active Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3978 holding.
  • Rockefeller Capital Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $159K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2026.

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