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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Rockefeller Capital Management L.P. ⇄ Wells Fargo & Company/Mn

60Shared positions
66.0%Name overlap (Jaccard)
15+Only Rockefeller…
15+Only Wells Fargo &…

Shared holdings · Q2 2026

SecurityRockefeller Capital… weightWells Fargo &… weight
AAPL Apple Inc. 3.1% 3.0%
NVDA NVIDIA Corporation 2.8% 2.0%
SPY State Street SPDR S&P 500… 3.2% 1.6%
MSFT Microsoft Corporation 2.2% 2.2%
GOOGL Alphabet Inc. 2.3% 1.8%
IVV iShares Core S&P 500 ETF 1.4% 2.7%
AMZN Amazon.com, Inc. 2.2% 1.4%
AVGO Broadcom Inc. 1.7% 1.7%
JPM JPMorgan Chase & Co. 1.2% 1.3%
GOOG Alphabet Inc. 1.2% 1.1%
VOO Vanguard S&P 500 ETF 1.5% 0.8%
QQQ Invesco QQQ Trust, Series… 1.3% 0.9%
ITOT iShares Core S&P Total… 0.1% 1.9%
LLY Eli Lilly and Company 1.0% 1.0%
IEFA iShares Core MSCI EAFE ETF 0.5% 1.5%
VO Vanguard Morningstar… 0.4% 1.5%
META Meta Platforms, Inc. 0.9% 1.0%
IEMG iShares Core MSCI… 0.3% 1.3%
V Visa Inc. 0.7% 0.8%
XLK State Street Technology… 0.6% 0.8%
AMD Advanced Micro Devices… 0.7% 0.6%
IWF iShares Russell 1000… 0.9% 0.4%
VEA Vanguard FTSE Developed… 0.5% 0.7%
MU Micron Technology, Inc. 0.6% 0.6%
JNJ Johnson & Johnson 0.4% 0.8%
IJH iShares Core S&P Mid-Cap… 0.4% 0.8%
AGG iShares Core U.S.… 0.1% 1.1%
CSCO Cisco Systems, Inc. 0.4% 0.8%
COST Costco Wholesale… 0.6% 0.5%
TSM Taiwan Semiconductor… 0.7% 0.4%
IWR iShares Russell Mid-Cap… 0.2% 0.9%
RGEF 1.0% 0.0%
VTI Vanguard Morningstar… 0.7% 0.4%
GEV GE Vernova Inc. 0.8% 0.2%
IWM iShares Russell 2000 ETF 0.4% 0.6%
RSMC 0.9% 0.0%
HD The Home Depot, Inc. 0.6% 0.4%
CVX Chevron Corporation 0.4% 0.5%
BRK-B Berkshire Hathaway Inc. 0.5% 0.4%
CAT Caterpillar Inc. 0.5% 0.4%
VUG Vanguard Morningstar… 0.5% 0.4%
WMT Walmart Inc. 0.3% 0.6%
PANW Palo Alto Networks, Inc. 0.5% 0.4%
ADI Analog Devices, Inc. 0.3% 0.6%
VTV Vanguard Morningstar… 0.5% 0.3%
IWD iShares Russell 1000… 0.6% 0.2%
AMGN Amgen Inc. 0.4% 0.5%
NEE NextEra Energy, Inc. 0.4% 0.5%
IJR iShares Core S&P… 0.4% 0.4%
EFA iShares MSCI EAFE ETF 0.5% 0.3%
CRWD CrowdStrike Holdings, Inc. 0.6% 0.2%
RSP Invesco S&P 500 Equal… 0.5% 0.2%
ABBV AbbVie Inc. 0.4% 0.4%
BLK BlackRock, Inc. 0.3% 0.4%
GLD SPDR Gold Shares 0.5% 0.2%
AMAT Applied Materials, Inc. 0.5% 0.3%
GE GE Aerospace 0.3% 0.4%
XONA.DE Exxon Mobil Corporation 0.4% 0.3%
LRCX Lam Research Corporation 0.2% 0.6%
VIG Vanguard Dividend… 0.3% 0.4%

Distinctively Rockefeller Capital…

RMOP 0.4%
CSMD 0.1%
MODL 0.0%
FJAN 0.0%
RMNY 0.0%
RMCA 0.0%
CSPF 0.0%
PSDM 0.0%
FEGE 0.0%
MGMT 0.0%
FMAR 0.0%
BUFY 0.0%
EFAX 0.0%
POCT 0.0%
TDI 0.0%

Distinctively Wells Fargo &…

BDYN iShares Dynamic… 0.0%
CGGE Capital Group Global… 0.0%
CMDT 0.0%
BDVL iShares Disciplined… 0.0%
ETHA iShares Ethereum… 0.0%
PIZ 0.0%
CGIC Capital Group… 0.0%
CGIB 0.0%
INCM 0.0%
BFLX 0.0%
TOUS 0.0%
CGCV Capital Group… 0.0%
TMSL T. Rowe Price… 0.0%
FTQI 0.0%
MLPB 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology