Rockefeller Capital Management
FWD icon

Rockefeller Capital Management’s AB Disruptors ETF FWD Stock Holding History

Rockefeller Capital Management’s Portfolio FWD Stock Details FWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.17M Buy
29,200
+3,507
+14% +$395K 0.01% 1098
2025
Q4 		$2.68M Buy
25,693
+4,357
+20% +$456K ﹤0.01% 1126
2025
Q3 		$2.16M Buy
21,336
+2,623
+14% +$245K ﹤0.01% 1131
2025
Q2 		$1.68M Buy
18,713
+3,562
+24% +$276K ﹤0.01% 1169
2025
Q1 		$1.07M Buy
+15,151
New +$1.22M ﹤0.01% 1243

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Rockefeller Capital Management's FWD Position: Q1 2026 in Review

Rockefeller Capital Management increased its AB Disruptors ETF (FWD) stake by 14% in Q1 2026, buying an estimated $395K and bringing the position to 29,200 shares worth $3.17M. The position accounts for 0.01% of the portfolio, ranked #1098.

Rockefeller Capital Management first reported a position in FWD in Q1 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Rockefeller Capital Management held 29,200 shares of AB Disruptors ETF worth $3.17M as of Q1 2026.
  • Rockefeller Capital Management bought 3,507 AB Disruptors ETF shares in Q1 2026, an estimated $395K.
  • AB Disruptors ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1098 holding.
  • Rockefeller Capital Management first reported a position in AB Disruptors ETF in Q1 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.