Rockefeller Capital Management
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Rockefeller Capital Management’s Parametric Equity Premium Income ETF PAPI Stock Holding History

Rockefeller Capital Management’s Portfolio PAPI Stock Details PAPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-197
Closed -$5.39K – 4838
2026
Q1 		$5.39K Buy
197
+109
+124% +$2.99K ﹤0.01% 4214
2025
Q4 		$2.27K Buy
+88
New +$2.27K ﹤0.01% 4287

Other funds holding PAPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Rockefeller Capital Management sold out of Parametric Equity Premium Income ETF (PAPI) in Q2 2026, closing a stake of 197 shares — an estimated $5.39K sold.

Rockefeller Capital Management first reported a position in PAPI in Q4 2025 and held it in 2 quarters. The position peaked at $5.39K in Q1 2026. 29 funds tracked by Wall St. Rank hold PAPI as of Q2 2026.

  • Rockefeller Capital Management reported no remaining Parametric Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 197 Parametric Equity Premium Income ETF shares in Q2 2026, an estimated $5.39K.
  • Rockefeller Capital Management first reported a position in Parametric Equity Premium Income ETF in Q4 2025 and held it in 2 quarters.
  • Rockefeller Capital Management's Parametric Equity Premium Income ETF position peaked at $5.39K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q2 2026.

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