Rockefeller Capital Management
PFIX icon

Rockefeller Capital Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Rockefeller Capital Management’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.6K Buy
+446
New +$20.4K ﹤0.01% 3708
2025
Q4 		– Sell
-132
Closed -$6.36K – 4805
2025
Q3 		$6.36K Buy
+132
New +$7.11K ﹤0.01% 3803

Other funds holding PFIX

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $109M AUM 44.09% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Rockefeller Capital Management opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q1 2026: 446 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #3708 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in PFIX as recently as Q3 2025.

Rockefeller Capital Management first reported a position in PFIX in Q3 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold PFIX as of Q1 2026.

  • Rockefeller Capital Management held 446 shares of Simplify Interest Rate Hedge ETF worth $20.6K as of Q1 2026.
  • Simplify Interest Rate Hedge ETF was a new Rockefeller Capital Management position in Q1 2026.
  • Simplify Interest Rate Hedge ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3708 holding.
  • Rockefeller Capital Management first reported a position in Simplify Interest Rate Hedge ETF in Q3 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q1 2026.

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