Rockefeller Capital Management
FTF

Rockefeller Capital Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Rockefeller Capital Management’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35K Hold
233
– – ﹤0.01% 4497
2026
Q1 		$1.36K Buy
+233
New +$1.42K ﹤0.01% 4452
2022
Q3 		– Sell
-83
Closed – – 4040
2022
Q2 		$0 Buy
+83
New +$580 ﹤0.01% 4200

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LPL Financial
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

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

Rockefeller Capital Management held its Franklin Limited Duration Income Trust (FTF) position steady in Q2 2026 at 233 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4497.

Rockefeller Capital Management first reported a position in FTF in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.36K in Q1 2026. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

  • Rockefeller Capital Management held 233 shares of Franklin Limited Duration Income Trust worth $1.35K as of Q2 2026.
  • Rockefeller Capital Management left its Franklin Limited Duration Income Trust share count unchanged in Q2 2026.
  • Franklin Limited Duration Income Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4497 holding.
  • Rockefeller Capital Management first reported a position in Franklin Limited Duration Income Trust in Q2 2022 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Franklin Limited Duration Income Trust position peaked at $1.36K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

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