Rockefeller Capital Management
PWP icon

Rockefeller Capital Management’s Perella Weinberg Partners PWP Stock Holding History

Rockefeller Capital Management’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Sell
688,299
-7,396
-1% -$145K 0.02% 598
2025
Q4 		$12M Sell
695,695
-19,249
-3% -$359K 0.02% 600
2025
Q3 		$15.2M Buy
+714,944
New +$15.3M 0.03% 501

Other funds holding PWP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Perella Weinberg Partners (PWP) stake by 1.1% in Q1 2026, selling an estimated $145K and leaving 688,299 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #598.

Rockefeller Capital Management first reported a position in PWP in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.2M in Q3 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q1 2026.

  • Rockefeller Capital Management held 688,299 shares of Perella Weinberg Partners worth $12.5M as of Q1 2026.
  • Rockefeller Capital Management sold 7,396 Perella Weinberg Partners shares in Q1 2026, an estimated $145K.
  • Perella Weinberg Partners made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #598 holding.
  • Rockefeller Capital Management first reported a position in Perella Weinberg Partners in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Perella Weinberg Partners position peaked at $15.2M in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2026.

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