Rockefeller Capital Management
OBIL icon

Rockefeller Capital Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Rockefeller Capital Management’s Portfolio OBIL Stock Details OBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Sell
36,665
-21,711
-37% -$1.09M ﹤0.01% 1427
2026
Q1 		$2.92M Buy
58,376
+58,276
+58,276% +$2.93M 0.01% 1131
2025
Q4 		$5.02K Buy
+100
New +$5.02K ﹤0.01% 4070

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM

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

Rockefeller Capital Management reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 37% in Q2 2026, selling an estimated $1.09M and leaving 36,665 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Rockefeller Capital Management first reported a position in OBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.92M in Q1 2026. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

  • Rockefeller Capital Management held 36,665 shares of US Treasury 12 Month Bill ETF worth $1.83M as of Q2 2026.
  • Rockefeller Capital Management sold 21,711 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $1.09M.
  • US Treasury 12 Month Bill ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1427 holding.
  • Rockefeller Capital Management first reported a position in US Treasury 12 Month Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's US Treasury 12 Month Bill ETF position peaked at $2.92M in Q1 2026.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

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