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Rockefeller Capital Management L.P.: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on XLB, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 231,307 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,307 shares
    Change vs previous 13F -43,552 shares

    0.02% of the 13F portfolio, value $11,757,441.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 274,859 shares
    Change vs previous 13F +90,546 shares

    0.02% of the 13F portfolio, value $13,734,790.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 184,313 shares
    Change vs previous 13F +97,106 shares

    0.02% of the 13F portfolio, value $8,358,615.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 87,207 shares
    Change vs previous 13F -13,578 shares

    0.02% of the 13F portfolio, value $7,815,523.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 100,785 shares
    Change vs previous 13F +10,259 shares

    0.02% of the 13F portfolio, value $8,850,001.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 90,526 shares
    Change vs previous 13F -6,519 shares

    0.02% of the 13F portfolio, value $7,783,451.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 97,045 shares
    Change vs previous 13F +8,334 shares

    0.02% of the 13F portfolio, value $8,169,472.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 88,711 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,548,445.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).