Rockefeller Capital Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Rockefeller Capital Management’s Portfolio CGSD Stock Details CGSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$556K	Buy	21,597 +21,011	+3,585%	+$543K	﹤0.01%	2031
2026 Q1	$15.1K	Sell	586 -12,792	-96%	-$333K	﹤0.01%	3826
2025 Q4	$348K	Sell	13,378 -10,974	-45%	-$286K	﹤0.01%	2086
2025 Q3	$633K	Buy	+24,352	New	+$633K	﹤0.01%	1658

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management's CGSD Position: Q2 2026 in Review

Rockefeller Capital Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 3,585% in Q2 2026, buying an estimated $543K and bringing the position to 21,597 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Rockefeller Capital Management first reported a position in CGSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $633K in Q3 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Rockefeller Capital Management held 21,597 shares of Capital Group Short Duration Income ETF worth $556K as of Q2 2026.
Rockefeller Capital Management bought 21,011 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $543K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2031 holding.
Rockefeller Capital Management first reported a position in Capital Group Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
Rockefeller Capital Management's Capital Group Short Duration Income ETF position peaked at $633K in Q3 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

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