Rockefeller Capital Management
CGSM icon

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

Rockefeller Capital Management’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.38M Buy
90,526
+35,097
+63% +$930K ﹤0.01% 1229
2025
Q4 		$1.46M Buy
+55,429
New +$1.46M ﹤0.01% 1381

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Rockefeller Capital Management increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 63% in Q1 2026, buying an estimated $930K and bringing the position to 90,526 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Rockefeller Capital Management first reported a position in CGSM in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CGSM as of Q1 2026.

  • Rockefeller Capital Management held 90,526 shares of Capital Group Short Duration Municipal Income ETF worth $2.38M as of Q1 2026.
  • Rockefeller Capital Management bought 35,097 Capital Group Short Duration Municipal Income ETF shares in Q1 2026, an estimated $930K.
  • Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1229 holding.
  • Rockefeller Capital Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q1 2026.

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