Rockefeller Capital Management
CGSD icon

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
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

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 96% in Q1 2026, selling an estimated $333K and leaving 586 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3826.

Rockefeller Capital Management first reported a position in CGSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $633K in Q3 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Rockefeller Capital Management held 586 shares of Capital Group Short Duration Income ETF worth $15.1K as of Q1 2026.
  • Rockefeller Capital Management sold 12,792 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $333K.
  • Capital Group Short Duration Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3826 holding.
  • Rockefeller Capital Management first reported a position in Capital Group Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Capital Group Short Duration Income ETF position peaked at $633K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

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