Rockefeller Capital Management
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Rockefeller Capital Management’s Columbia Research Enhanced Core ETF RECS Stock Holding History

Rockefeller Capital Management’s Portfolio RECS Stock Details RECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.01K Sell
208
-129
-38% -$5.47K ﹤0.01% 4057
2026
Q1 		$13.1K Buy
337
+129
+62% +$5.23K ﹤0.01% 3875
2025
Q4 		$8.51K Sell
208
-9
-4% -$366 ﹤0.01% 3876
2025
Q3 		$8.76K Buy
+217
New +$8.36K ﹤0.01% 3704

Other funds holding RECS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Columbia Research Enhanced Core ETF (RECS) stake by 38% in Q2 2026, selling an estimated $5.47K and leaving 208 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #4057.

Rockefeller Capital Management first reported a position in RECS in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.1K in Q1 2026. 186 funds tracked by Wall St. Rank hold RECS as of Q2 2026.

  • Rockefeller Capital Management held 208 shares of Columbia Research Enhanced Core ETF worth $9.01K as of Q2 2026.
  • Rockefeller Capital Management sold 129 Columbia Research Enhanced Core ETF shares in Q2 2026, an estimated $5.47K.
  • Columbia Research Enhanced Core ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4057 holding.
  • Rockefeller Capital Management first reported a position in Columbia Research Enhanced Core ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Columbia Research Enhanced Core ETF position peaked at $13.1K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Columbia Research Enhanced Core ETF as of Q2 2026.

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