Rockefeller Capital Management
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Rockefeller Capital Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Rockefeller Capital Management’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$325K Buy
6,121
+175
+3% +$9.41K ﹤0.01% 2218
2025
Q4 		$318K Hold
5,946
– – ﹤0.01% 2125
2025
Q3 		$317K Buy
+5,946
New +$311K ﹤0.01% 1991
2023
Q1 		– Sell
-2,336
Closed -$121K – 3259
2022
Q4 		$121K Hold
2,336
– – ﹤0.01% 1927
2022
Q3 		$117K Buy
2,336
+590
+34% +$31K ﹤0.01% 1909
2022
Q2 		$91K Sell
1,746
-1,659
-49% -$87.7K ﹤0.01% 1998
2022
Q1 		$185K Hold
3,405
– – ﹤0.01% 1723
2021
Q4 		$197K Hold
3,405
– – ﹤0.01% 1652
2021
Q3 		$196K Hold
3,405
– – ﹤0.01% 1590
2021
Q2 		$198K Buy
3,405
+1,470
+76% +$85.6K ﹤0.01% 1512
2021
Q1 		$111K Hold
1,935
– – ﹤0.01% 1553
2020
Q4 		$112K Hold
1,935
– – ﹤0.01% 1398
2020
Q3 		$111K Hold
1,935
– – ﹤0.01% 1219
2020
Q2 		$111K Hold
1,935
– – ﹤0.01% 1132
2020
Q1 		$109K Hold
1,935
– – ﹤0.01% 992
2019
Q4 		$110K Hold
1,935
– – ﹤0.01% 936
2019
Q3 		$111K Hold
1,935
– – ﹤0.01% 772
2019
Q2 		$110K Hold
1,935
– – ﹤0.01% 669
2019
Q1 		$108K Hold
1,935
– – ﹤0.01% 735
2018
Q4 		$106K Hold
1,935
– – ﹤0.01% 454
2018
Q3 		$105K Hold
1,935
– – ﹤0.01% 392
2018
Q2 		$106K Buy
1,935
+275
+17% +$15K ﹤0.01% 376
2018
Q1 		$91K Buy
+1,660
New +$91.3K ﹤0.01% 379

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Rockefeller Capital Management increased its iShares New York Muni Bond ETF (NYF) stake by 2.9% in Q1 2026, buying an estimated $9.41K and bringing the position to 6,121 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Rockefeller Capital Management first reported a position in NYF in Q1 2018 and has held it in 23 quarters since. 210 funds tracked by Wall St. Rank hold NYF as of Q1 2026.

  • Rockefeller Capital Management held 6,121 shares of iShares New York Muni Bond ETF worth $325K as of Q1 2026.
  • Rockefeller Capital Management bought 175 iShares New York Muni Bond ETF shares in Q1 2026, an estimated $9.41K.
  • iShares New York Muni Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2218 holding.
  • Rockefeller Capital Management first reported a position in iShares New York Muni Bond ETF in Q1 2018 and has held it in 23 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2026.

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