Rockefeller Capital Management’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Rockefeller Capital Management’s Portfolio SZNE Stock Details SZNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-718	Closed	-$24.5K	–	4836
2025 Q3	$24.5K	Buy	+718	New	+$24.7K	﹤0.01%	3258
2023 Q1	–	Sell	-1,019	Closed	-$35K	–	3679
2022 Q4	$35K	Sell	1,019 -1,900	-65%	-$65.4K	﹤0.01%	2559
2022 Q3	$90K	Hold	2,919	–	–	﹤0.01%	2049
2022 Q2	$97K	Sell	2,919 -300	-9%	-$10.4K	﹤0.01%	1969
2022 Q1	$119K	Hold	3,219	–	–	﹤0.01%	1910
2021 Q4	$128K	Sell	3,219 -1,427	-31%	-$55.2K	﹤0.01%	1828
2021 Q3	$174K	Buy	4,646 +3,663	+373%	+$142K	﹤0.01%	1622
2021 Q2	$37K	Buy	983 +719	+272%	+$26.9K	﹤0.01%	2212
2021 Q1	$9K	Buy	+264	New	+$8.87K	﹤0.01%	2654

Other funds holding SZNE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management's SZNE Position: Q4 2025 in Review

Rockefeller Capital Management sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q4 2025, closing a stake of 718 shares — an estimated $24.5K sold.

Rockefeller Capital Management first reported a position in SZNE in Q1 2021 and held it in 9 quarters. The position peaked at $174K in Q3 2021. 12 funds tracked by Wall St. Rank hold SZNE as of Q4 2025.

Rockefeller Capital Management reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q4 2025 after selling out during the quarter.
Rockefeller Capital Management sold 718 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2025, an estimated $24.5K.
Rockefeller Capital Management first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q1 2021 and held it in 9 quarters.
Rockefeller Capital Management's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $174K in Q3 2021.
12 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2025.

Based on Rockefeller Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.