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
Q2 		$855K Buy
12,487
+101
+0.8% +$6.51K ﹤0.01% 1804
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Rockefeller Capital Management increased its Polaris (PII) stake by 0.82% in Q2 2026, buying an estimated $6.51K and bringing the position to 12,487 shares worth $855K. 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 22 quarters since. The position peaked at $916K in Q2 2023. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Rockefeller Capital Management held 12,487 shares of Polaris worth $855K as of Q2 2026.
  • Rockefeller Capital Management bought 101 Polaris shares in Q2 2026, an estimated $6.51K.
  • Polaris made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1804 holding.
  • Rockefeller Capital Management first reported a position in Polaris in Q1 2019 and has held it in 22 quarters since.
  • Rockefeller Capital Management's Polaris position peaked at $916K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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