Rockefeller Capital Management
LTPZ icon

Rockefeller Capital Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Rockefeller Capital Management’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
23,887
+15,910
+199% +$814K ﹤0.01% 1602
2026
Q1 		$407K Sell
7,977
-1,366
-15% -$71.3K ﹤0.01% 2094
2025
Q4 		$484K Buy
9,343
+3,046
+48% +$162K ﹤0.01% 1926
2025
Q3 		$336K Buy
+6,297
New +$329K ﹤0.01% 1963
2024
Q1 		– Sell
-13,213
Closed -$749K – 1704
2023
Q4 		$749K Buy
+13,213
New +$702K ﹤0.01% 1240
2023
Q1 		– Sell
-422
Closed -$24K – 3087
2022
Q4 		$24K Sell
422
-289
-41% -$16.9K ﹤0.01% 2731
2022
Q3 		$39K Buy
+711
New +$46.7K ﹤0.01% 2474
2022
Q1 		– Sell
-49
Closed -$4K – 3987
2021
Q4 		$4K Buy
+49
New +$4.41K ﹤0.01% 3357
2021
Q3 		– Sell
-302
Closed -$26K – 3775
2021
Q2 		$26K Buy
+302
New +$25.1K ﹤0.01% 2372

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

Rockefeller Capital Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 199% in Q2 2026, buying an estimated $814K and bringing the position to 23,887 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Rockefeller Capital Management first reported a position in LTPZ in Q2 2021 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Rockefeller Capital Management held 23,887 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $1.21M as of Q2 2026.
  • Rockefeller Capital Management bought 15,910 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $814K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1602 holding.
  • Rockefeller Capital Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2021 and has held it in 9 quarters since.
  • 97 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

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