Rockefeller Capital Management
PSC icon

Rockefeller Capital Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

Rockefeller Capital Management’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.14M Buy
130,331
+424
+0.3% +$27.2K 0.01% 760
2026
Q1 		$7.45M Buy
129,907
+12,631
+11% +$751K 0.01% 780
2025
Q4 		$6.77M Buy
117,276
+3,881
+3% +$222K 0.01% 784
2025
Q3 		$6.46M Buy
+113,395
New +$6.2M 0.01% 753

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Rockefeller Capital Management increased its Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) stake by 0.33% in Q2 2026, buying an estimated $27.2K and bringing the position to 130,331 shares worth $9.14M. The position accounts for 0.01% of the portfolio, ranked #760.

Rockefeller Capital Management first reported a position in PSC in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold PSC as of Q2 2026.

  • Rockefeller Capital Management held 130,331 shares of Principal Exchange-Traded Funds Principal US Small-Cap ETF worth $9.14M as of Q2 2026.
  • Rockefeller Capital Management bought 424 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q2 2026, an estimated $27.2K.
  • Principal Exchange-Traded Funds Principal US Small-Cap ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #760 holding.
  • Rockefeller Capital Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q2 2026.

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