Rockefeller Capital Management
CGMS icon

Rockefeller Capital Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Rockefeller Capital Management’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4M Sell
417,804
-9,741
-2% -$269K 0.02% 636
2025
Q4 		$11.8M Buy
427,545
+129,705
+44% +$3.6M 0.02% 616
2025
Q3 		$8.27M Buy
297,840
+9,128
+3% +$253K 0.02% 679
2025
Q2 		$7.97M Buy
+288,712
New +$7.82M 0.02% 672

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Rockefeller Capital Management's CGMS Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 2.3% in Q1 2026, selling an estimated $269K and leaving 417,804 shares worth $11.4M. The position accounts for 0.02% of the portfolio, ranked #636.

Rockefeller Capital Management first reported a position in CGMS in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.8M in Q4 2025. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • Rockefeller Capital Management held 417,804 shares of Capital Group US Multi-Sector Income ETF worth $11.4M as of Q1 2026.
  • Rockefeller Capital Management sold 9,741 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $269K.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #636 holding.
  • Rockefeller Capital Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Capital Group US Multi-Sector Income ETF position peaked at $11.8M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.