Rockefeller Capital Management
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Rockefeller Capital Management’s Polaris PII Stock Holding History

Rockefeller Capital Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$675K Buy
12,386
+1,660
+15% +$104K ﹤0.01% 1804
2025
Q4 		$678K Buy
10,726
+194
+2% +$12.8K ﹤0.01% 1741
2025
Q3 		$612K Buy
+10,532
New +$568K ﹤0.01% 1674
2023
Q3 		– Sell
-7,575
Closed -$916K – 1740
2023
Q2 		$916K Sell
7,575
-587
-7% -$64.9K ﹤0.01% 1123
2023
Q1 		$902K Buy
8,162
+1,257
+18% +$139K ﹤0.01% 1118
2022
Q4 		$697K Buy
6,905
+5,246
+316% +$547K ﹤0.01% 1144
2022
Q3 		$158K Buy
1,659
+771
+87% +$86.4K ﹤0.01% 1754
2022
Q2 		$87K Sell
888
-9
-1% -$932 ﹤0.01% 2018
2022
Q1 		$93K Buy
897
+337
+60% +$38.4K ﹤0.01% 2018
2021
Q4 		$60K Buy
560
+39
+7% +$4.59K ﹤0.01% 2130
2021
Q3 		$61K Sell
521
-370
-42% -$47K ﹤0.01% 2052
2021
Q2 		$121K Hold
891
– – ﹤0.01% 1711
2021
Q1 		$118K Buy
891
+399
+81% +$48.6K ﹤0.01% 1533
2020
Q4 		$46K Buy
492
+74
+18% +$7.08K ﹤0.01% 1710
2020
Q3 		$39K Buy
418
+75
+22% +$7.38K ﹤0.01% 1586
2020
Q2 		$32K Sell
343
-4,835
-93% -$368K ﹤0.01% 1527
2020
Q1 		$249K Sell
5,178
-105
-2% -$8.61K ﹤0.01% 771
2019
Q4 		$537K Sell
5,283
-2,055
-28% -$199K 0.01% 566
2019
Q3 		$646K Buy
7,338
+7,027
+2,259% +$609K 0.01% 456
2019
Q2 		$28K Sell
311
-243
-44% -$22.1K ﹤0.01% 940
2019
Q1 		$47K Buy
+554
New +$47K ﹤0.01% 937

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Rockefeller Capital Management increased its Polaris (PII) stake by 15% in Q1 2026, buying an estimated $104K and bringing the position to 12,386 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Rockefeller Capital Management first reported a position in PII in Q1 2019 and has held it in 21 quarters since. The position peaked at $916K in Q2 2023. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Rockefeller Capital Management held 12,386 shares of Polaris worth $675K as of Q1 2026.
  • Rockefeller Capital Management bought 1,660 Polaris shares in Q1 2026, an estimated $104K.
  • Polaris made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1804 holding.
  • Rockefeller Capital Management first reported a position in Polaris in Q1 2019 and has held it in 21 quarters since.
  • Rockefeller Capital Management's Polaris position peaked at $916K in Q2 2023.
  • 444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

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