Question 1

How many shares of PREF does Rockefeller Capital Management L.P. own?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P. holds 205,725 shares of PREF (PRINCIPAL EXCHANGE TRADED FD).

Question 2

What is Rockefeller Capital Management L.P.'s PREF position worth?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P.'s PREF position is worth $3.9M.

Question 3

Is Rockefeller Capital Management L.P. buying or selling PREF?

Accepted Answer

In 2026-Q2, Rockefeller Capital Management L.P. increased their PREF position (+5.3% change in shares).

Question 4

When did Rockefeller Capital Management L.P. first buy PREF?

Accepted Answer

Based on available 13F filings, Rockefeller Capital Management L.P. first reported a position in PREF in 2020-Q1. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	205,725	+5.3%	$3.9M	0.0%	$18.98	28
2026-Q1	Increased	195,349	+20.0%	$3.7M	0.0%	$18.49	32
2025-Q4	Increased	162,835	+36.8%	$3.1M	0.0%	$18.58	34
2025-Q3	Decreased	119,039	-49.3%	$2.3M	0.0%	$18.32	0
2025-Q2	Increased	234,766	+111.6%	$4.5M	0.0%	$17.94	43
2025-Q1	Increased	110,943	+16.3%	$2.1M	0.0%	$17.48	30
2024-Q4	Increased	95,423	+1.5%	$1.8M	0.0%	$17.26	26
2024-Q3	Increased	93,979	+3.5%	$1.8M	0.0%	$17.17	27
2024-Q2	Increased	90,834	+1.2%	$1.7M	0.0%	$16.44	26
2024-Q1	Decreased	89,791	-8.7%	$1.6M	0.0%	$16.18	0
2023-Q4	Increased	98,351	+3.2%	$1.7M	0.0%	$15.49	27
2023-Q3	Increased	95,338	+3.5%	$1.6M	0.0%	$14.67	27
2023-Q2	New	92,091	-	$1.6M	0.0%	$14.57	35
2023-Q1	Exited	0	-100.0%	$0	0.0%	$14.44	0
2022-Q4	Increased	6,623	+8.2%	$113,000	0.0%	$14.42	24
2022-Q3	Increased	6,120	+0.3%	$102,000	0.0%	$13.93	22
2022-Q2	Increased	6,099	+0.3%	$105,000	0.0%	$14.17	22
2022-Q1	Decreased	6,079	-0.4%	$115,000	0.0%	$15.42	0
2021-Q4	Increased	6,101	+0.9%	$123,000	0.0%	$16.35	22
2021-Q3	Increased	6,046	+555.8%	$125,000	0.0%	$16.51	36
2021-Q2	Increased	922	+0.3%	$19,000	0.0%	$16.33	19
2021-Q1	Increased	919	+0.3%	$18,000	0.0%	$15.89	18
2020-Q4	Increased	916	+15.9%	$18,000	0.0%	$16.02	21
2020-Q3	Increased	790	+797.7%	$15,000	0.0%	$15.35	29
2020-Q2	Increased	88	+151.4%	$9,000	0.0%	$14.67	27
2020-Q1	New	35	-	$3,000	0.0%	$13.08	20

PREF26 quarters

PREF
26 quarters