Rockefeller Capital Management
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Rockefeller Capital Management’s Workiva WK Stock Holding History

Rockefeller Capital Management’s Portfolio WK Stock Details WK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$43.4K Buy
2023
Q2 		– Sell
2023
Q1 		$275K Buy
2022
Q4 		$4K Sell
2022
Q3 		$16K Sell
2022
Q2 		$19K Buy
2022
Q1 		$6K Sell
2021
Q4 		$51K Buy
2021
Q3 		$53K Buy
2021
Q2 		$1K Hold
2021
Q1 		$0 Buy