Rockefeller Capital Management
FTCA icon

Rockefeller Capital Management’s Franklin California Municipal Income ETF FTCA Stock Holding History

Rockefeller Capital Management’s Portfolio FTCA Stock Details FTCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136K Buy
18,289
+2,882
+19% +$21.2K ﹤0.01% 2814
2026
Q1 		$112K Hold
15,407
– – ﹤0.01% 2811
2025
Q4 		$113K Buy
+15,407
New +$113K ﹤0.01% 2662

Other funds holding FTCA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Rockefeller Capital Management increased its Franklin California Municipal Income ETF (FTCA) stake by 19% in Q2 2026, buying an estimated $21.2K and bringing the position to 18,289 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

Rockefeller Capital Management first reported a position in FTCA in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Rockefeller Capital Management held 18,289 shares of Franklin California Municipal Income ETF worth $136K as of Q2 2026.
  • Rockefeller Capital Management bought 2,882 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $21.2K.
  • Franklin California Municipal Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2814 holding.
  • Rockefeller Capital Management first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

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