Rockefeller Capital Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,100	Closed	-$113K	–	4841
2025 Q3	$113K	Buy	+2,100	New	+$112K	﹤0.01%	2530
2023 Q1	–	Sell	-16	Closed	–	–	3716
2022 Q4	$0	Hold	16	–	–	﹤0.01%	4205
2022 Q3	$0	Buy	+16	New	+$921	﹤0.01%	4366
2022 Q2	–	Sell	-82	Closed	-$5K	–	4386
2022 Q1	$5K	Buy	+82	New	+$5.25K	﹤0.01%	3357

Other funds holding TIPZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Rockefeller Capital Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2025, closing a stake of 2,100 shares — an estimated $113K sold.

Rockefeller Capital Management first reported a position in TIPZ in Q1 2022 and held it in 4 quarters. The position peaked at $113K in Q3 2025. 39 funds tracked by Wall St. Rank hold TIPZ as of Q4 2025.

Rockefeller Capital Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Rockefeller Capital Management sold 2,100 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $113K.
Rockefeller Capital Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 4 quarters.
Rockefeller Capital Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $113K in Q3 2025.
39 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2025.

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