Rockefeller Capital Management
PAI

Rockefeller Capital Management’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Rockefeller Capital Management’s Portfolio PAI Stock Details PAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1K Buy
+1,000
New +$12.5K ﹤0.01% 3911

Other funds holding PAI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Rockefeller Capital Management opened a new position in Western Asset Investment Grade Income Fund (PAI) in Q1 2026: 1,000 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #3911 among its holdings.

32 funds tracked by Wall St. Rank hold PAI as of Q1 2026.

  • Rockefeller Capital Management held 1,000 shares of Western Asset Investment Grade Income Fund worth $12.1K as of Q1 2026.
  • Western Asset Investment Grade Income Fund was a new Rockefeller Capital Management position in Q1 2026.
  • Western Asset Investment Grade Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3911 holding.
  • 32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2026.

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