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
Q2 		$11.6M Buy
422,630
+4,826
+1% +$133K 0.02% 677
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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Raymond James Financial
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UBS Group
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Cetera Investment Advisers
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CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
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Osaic Holdings
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Rockefeller Capital Management's CGMS Position: Q2 2026 in Review

Rockefeller Capital Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 1.2% in Q2 2026, buying an estimated $133K and bringing the position to 422,630 shares worth $11.6M. The position accounts for 0.02% of the portfolio, ranked #677.

Rockefeller Capital Management first reported a position in CGMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.8M in Q4 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Rockefeller Capital Management held 422,630 shares of Capital Group US Multi-Sector Income ETF worth $11.6M as of Q2 2026.
  • Rockefeller Capital Management bought 4,826 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $133K.
  • Capital Group US Multi-Sector Income ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #677 holding.
  • Rockefeller Capital Management first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Rockefeller Capital Management's Capital Group US Multi-Sector Income ETF position peaked at $11.8M in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.