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Position history for Rockefeller Capital Management L.P.Rockefeller Capital Management L.P.'s holdings in EA SERIES TRUST

Yes. Rockefeller Capital Management holds 695,000 shares of BOXX, worth $81.4M, as of its Q2 2026 13F filing. It increased the position by 93,609 shares (+15.6%) from Q1 2026. Rockefeller Capital Management has held BOXX since Q1 2024, across 10 quarterly 13F filings. BOXX is 0.1% of Rockefeller Capital Management's reported 13F portfolio.

Current Value

$81.4M

Current Shares

695,000

Total Value Change

+$25.3M

Total Shares Change

+179,895

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
695,000
+15.6%
$81.4M0.1%$117.09
41
2026-Q1
Decreased
601,391
-0.8%
$69.9M0.1%$115.87
0
2025-Q4
Increased
605,971
+0.2%
$69.7M0.1%$115.04
35
2025-Q3
Increased
604,752
+0.4%
$68.9M0.1%$113.82
35
2025-Q2
Decreased
602,410
-1.6%
$67.9M0.1%$112.65
0
2025-Q1
Decreased
612,486
-9.0%
$68.3M0.2%$111.46
0
2024-Q4
Increased
673,253
+30.7%
$74.2M0.2%$110.21
45
2024-Q3
Increased
515,105
+9.7%
$56.1M0.2%$108.89
39

Other major holders of BOXX: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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