Rockefeller Capital Management
PBK

Rockefeller Capital Management’s PowerBank Corp PBK Stock Holding History

Rockefeller Capital Management’s Portfolio PBK Stock Details PBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-800
Closed -$1.45K – 4896
2025
Q4 		$1.45K Buy
800
+50
+7% +$85 ﹤0.01% 4386
2025
Q3 		$1.15K Buy
+750
New +$1.26K ﹤0.01% 4171

Other funds holding PBK

CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

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

Rockefeller Capital Management sold out of PowerBank Corp (PBK) in Q1 2026, closing a stake of 800 shares — an estimated $1.45K sold.

Rockefeller Capital Management first reported a position in PBK in Q3 2025 and held it in 2 quarters. The position peaked at $1.45K in Q4 2025. 29 funds tracked by Wall St. Rank hold PBK as of Q1 2026.

  • Rockefeller Capital Management reported no remaining PowerBank Corp position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 800 PowerBank Corp shares in Q1 2026, an estimated $1.45K.
  • Rockefeller Capital Management first reported a position in PowerBank Corp in Q3 2025 and held it in 2 quarters.
  • Rockefeller Capital Management's PowerBank Corp position peaked at $1.45K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held PowerBank Corp as of Q1 2026.

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