Rockefeller Capital Management
FLMI icon

Rockefeller Capital Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Rockefeller Capital Management’s Portfolio FLMI Stock Details FLMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Buy
39,745
+38,193
+2,461% +$954K ﹤0.01% 1698
2026
Q1 		$38.5K Sell
1,552
-123
-7% -$3.08K ﹤0.01% 3411
2025
Q4 		$41.7K Buy
+1,675
New +$41.7K ﹤0.01% 3152

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Ameriprise
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Bank of America
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MAS
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Rockefeller Capital Management increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 2,461% in Q2 2026, buying an estimated $954K and bringing the position to 39,745 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Rockefeller Capital Management first reported a position in FLMI in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Rockefeller Capital Management held 39,745 shares of Franklin Dynamic Municipal Bond ETF worth $1M as of Q2 2026.
  • Rockefeller Capital Management bought 38,193 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $954K.
  • Franklin Dynamic Municipal Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1698 holding.
  • Rockefeller Capital Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

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