Rockefeller Capital Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$470K	Buy	9,438 +3,731	+65%	+$187K	﹤0.01%	2163
2026 Q2	$286K	Buy	5,707 +1,557	+38%	+$78.1K	﹤0.01%	2409
2026 Q1	$208K	Hold	4,150	–	–	﹤0.01%	2472
2025 Q4	$208K	Buy	4,150 +4,000	+2,667%	+$201K	﹤0.01%	2348
2025 Q3	$7.53K	Buy	+150	New	+$7.53K	﹤0.01%	3754

Other funds holding FLDR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Rockefeller Capital Management's FLDR Position: Q3 2026 in Review

Rockefeller Capital Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 65% in Q3 2026, buying an estimated $187K and bringing the position to 9,438 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Rockefeller Capital Management first reported a position in FLDR in Q3 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

Rockefeller Capital Management held 9,438 shares of Fidelity Low Duration Bond Factor ETF worth $470K as of Q3 2026.
Rockefeller Capital Management bought 3,731 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $187K.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2163 holding.
Rockefeller Capital Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.