Rockefeller Capital Management
MBSD icon

Rockefeller Capital Management’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Rockefeller Capital Management’s Portfolio MBSD Stock Details MBSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.2K Buy
830
+5
+0.6% +$104 ﹤0.01% 3766
2025
Q4 		$17.2K Buy
825
+14
+2% +$292 ﹤0.01% 3576
2025
Q3 		$16.9K Buy
+811
New +$16.8K ﹤0.01% 3425
2023
Q1 		– Sell
-735
Closed -$14K – 3109
2022
Q4 		$14K Buy
735
+8
+1% +$162 ﹤0.01% 2931
2022
Q3 		$14K Buy
+727
New +$15.3K ﹤0.01% 2937

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CCA
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MOS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Rockefeller Capital Management increased its FlexShares Disciplined Duration MBS Index Fund (MBSD) stake by 0.61% in Q1 2026, buying an estimated $104 and bringing the position to 830 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3766.

Rockefeller Capital Management first reported a position in MBSD in Q3 2022 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold MBSD as of Q1 2026.

  • Rockefeller Capital Management held 830 shares of FlexShares Disciplined Duration MBS Index Fund worth $17.2K as of Q1 2026.
  • Rockefeller Capital Management bought 5 FlexShares Disciplined Duration MBS Index Fund shares in Q1 2026, an estimated $104.
  • FlexShares Disciplined Duration MBS Index Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3766 holding.
  • Rockefeller Capital Management first reported a position in FlexShares Disciplined Duration MBS Index Fund in Q3 2022 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held FlexShares Disciplined Duration MBS Index Fund as of Q1 2026.

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