Rockefeller Capital Management
UITB icon

Rockefeller Capital Management’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Rockefeller Capital Management’s Portfolio UITB Stock Details UITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$156K Buy
3,337
+2,707
+430% +$127K ﹤0.01% 2735
2026
Q1 		$29.6K Sell
630
-976
-61% -$46.3K ﹤0.01% 3526
2025
Q4 		$76.1K Buy
1,606
+506
+46% +$24.1K ﹤0.01% 2857
2025
Q3 		$52.3K Buy
+1,100
New +$51.8K ﹤0.01% 2893
2023
Q1 		– Sell
-2,307
Closed -$105K – 3782
2022
Q4 		$105K Sell
2,307
-9,166
-80% -$415K ﹤0.01% 2004
2022
Q3 		$515K Buy
11,473
+555
+5% +$26.1K ﹤0.01% 1253
2022
Q2 		$516K Sell
10,918
-21
-0.2% -$1K ﹤0.01% 1250
2022
Q1 		$544K Buy
10,939
+180
+2% +$9.22K ﹤0.01% 1289
2021
Q4 		$570K Sell
10,759
-86
-0.8% -$4.58K ﹤0.01% 1270
2021
Q3 		$580K Sell
10,845
-555
-5% -$30K ﹤0.01% 1206
2021
Q2 		$612K Sell
11,400
-242
-2% -$12.9K ﹤0.01% 1108
2021
Q1 		$615K Buy
11,642
+1,500
+15% +$80.6K ﹤0.01% 960
2020
Q4 		$552K Buy
10,142
+401
+4% +$21.8K ﹤0.01% 878
2020
Q3 		$527K Buy
9,741
+1,761
+22% +$95.7K ﹤0.01% 772
2020
Q2 		$430K Buy
7,980
+2,500
+46% +$131K ﹤0.01% 754
2020
Q1 		$279K Buy
5,480
+1,612
+42% +$84.4K ﹤0.01% 737
2019
Q4 		$201K Buy
+3,868
New +$201K ﹤0.01% 772

Other funds holding UITB

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

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

Rockefeller Capital Management increased its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 430% in Q2 2026, buying an estimated $127K and bringing the position to 3,337 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Rockefeller Capital Management first reported a position in UITB in Q4 2019 and has held it in 17 quarters since. The position peaked at $615K in Q1 2021. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

  • Rockefeller Capital Management held 3,337 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $156K as of Q2 2026.
  • Rockefeller Capital Management bought 2,707 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $127K.
  • Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2735 holding.
  • Rockefeller Capital Management first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Rockefeller Capital Management's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $615K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

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