Rockefeller Capital Management
RMI

Rockefeller Capital Management’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Rockefeller Capital Management’s Portfolio RMI Stock Details RMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49M Sell
96,200
-15,600
-14% -$238K ﹤0.01% 1513
2026
Q1 		$1.68M Buy
111,800
+39,750
+55% +$601K ﹤0.01% 1379
2025
Q4 		$1.03M Buy
72,050
+51,625
+253% +$751K ﹤0.01% 1548
2025
Q3 		$299K Buy
+20,425
New +$289K ﹤0.01% 2021
2022
Q4 		– Sell
-2,800
Closed -$43K – 4157
2022
Q3 		$43K Sell
2,800
-8,169
-74% -$143K ﹤0.01% 2432
2022
Q2 		$191K Hold
10,969
– – ﹤0.01% 1657
2022
Q1 		$203K Buy
+10,969
New +$220K ﹤0.01% 1684

Other funds holding RMI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

Rockefeller Capital Management reduced its RiverNorth Opportunistic Municipal Income Fund (RMI) stake by 14% in Q2 2026, selling an estimated $238K and leaving 96,200 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Rockefeller Capital Management first reported a position in RMI in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.68M in Q1 2026. 24 funds tracked by Wall St. Rank hold RMI as of Q2 2026.

  • Rockefeller Capital Management held 96,200 shares of RiverNorth Opportunistic Municipal Income Fund worth $1.49M as of Q2 2026.
  • Rockefeller Capital Management sold 15,600 RiverNorth Opportunistic Municipal Income Fund shares in Q2 2026, an estimated $238K.
  • RiverNorth Opportunistic Municipal Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1513 holding.
  • Rockefeller Capital Management first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q1 2022 and has held it in 7 quarters since.
  • Rockefeller Capital Management's RiverNorth Opportunistic Municipal Income Fund position peaked at $1.68M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q2 2026.

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