Rockefeller Capital Management
STPZ icon

Rockefeller Capital Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Rockefeller Capital Management’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$637K Buy
11,937
+214
+2% +$11.5K ﹤0.01% 1959
2026
Q1 		$634K Buy
11,723
+36
+0.3% +$1.94K ﹤0.01% 1832
2025
Q4 		$627K Buy
11,687
+389
+3% +$21K ﹤0.01% 1781
2025
Q3 		$612K Buy
11,298
+108
+1% +$5.83K ﹤0.01% 1675
2025
Q2 		$602K Sell
11,190
-447
-4% -$24K ﹤0.01% 1505
2025
Q1 		$629K Buy
11,637
+44
+0.4% +$2.33K ﹤0.01% 1414
2024
Q4 		$606K Buy
11,593
+37
+0.3% +$1.94K ﹤0.01% 1414
2024
Q3 		$610K Buy
11,556
+48
+0.4% +$2.5K ﹤0.01% 1377
2024
Q2 		$594K Buy
+11,508
New +$592K ﹤0.01% 1384
2023
Q1 		– Sell
-282
Closed -$14K – 3664
2022
Q4 		$14K Hold
282
– – ﹤0.01% 2938
2022
Q3 		$13K Hold
282
– – ﹤0.01% 2980
2022
Q2 		$14K Hold
282
– – ﹤0.01% 2956
2022
Q1 		$15K Buy
+282
New +$15.4K ﹤0.01% 2860
2020
Q3 		– Sell
-1,425
Closed -$76K – 2784
2020
Q2 		$76K Buy
+1,425
New +$75K ﹤0.01% 1271

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Rockefeller Capital Management increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 11,937 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Rockefeller Capital Management first reported a position in STPZ in Q2 2020 and has held it in 14 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Rockefeller Capital Management held 11,937 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $637K as of Q2 2026.
  • Rockefeller Capital Management bought 214 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $11.5K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1959 holding.
  • Rockefeller Capital Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2020 and has held it in 14 quarters since.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

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