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RBB shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of RBB (OBIL) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 58k 50.08
2025-12-31 $5.0k 100 50.20

More positions owned by Rockefeller Capital Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Tidal Trust Iii Rockefeller Glob (RGEF)
Tidal Trust Iii Rockefeller Us S (RSMC)

View all positions for Rockefeller Capital Management

Top funds holding RBB

LPL Financial
Mml Investors Services
Morgan Stanley
Stifel Financial
49 Wealth Management
Equitable Holdings
Nations Financial Group
Envestnet Asset Management
Goldman Sachs Group
UBS Group
Raymond James Financial
Acorn Financial Advisory Services
Main Street Financial Solutions
Sunrise Financial Services
Alpine Bank Wealth Management

View all funds holding RBB