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
Q2 		$5.59M Buy
37,759
+8,559
+29% +$1.14M 0.01% 929
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

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rockefeller Capital Management increased its AB Disruptors ETF (FWD) stake by 29% in Q2 2026, buying an estimated $1.14M and bringing the position to 37,759 shares worth $5.59M. The position accounts for 0.01% of the portfolio, ranked #929.

Rockefeller Capital Management first reported a position in FWD in Q1 2025 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Rockefeller Capital Management held 37,759 shares of AB Disruptors ETF worth $5.59M as of Q2 2026.
  • Rockefeller Capital Management bought 8,559 AB Disruptors ETF shares in Q2 2026, an estimated $1.14M.
  • AB Disruptors ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #929 holding.
  • Rockefeller Capital Management first reported a position in AB Disruptors ETF in Q1 2025 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

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