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 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 $2.3T AUM 54.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $134M AUM

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

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

Rockefeller Capital Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 38% in Q2 2026, buying an estimated $78.1K and bringing the position to 5,707 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Rockefeller Capital Management first reported a position in FLDR in Q3 2025 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Rockefeller Capital Management held 5,707 shares of Fidelity Low Duration Bond Factor ETF worth $286K as of Q2 2026.
Rockefeller Capital Management bought 1,557 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $78.1K.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2409 holding.
Rockefeller Capital Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 4 quarters since.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

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