Rockefeller Capital Management
PSDM icon

Rockefeller Capital Management’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Rockefeller Capital Management’s Portfolio PSDM Stock Details PSDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Buy
239,060
+6,106
+3% +$312K 0.02% 656
2026
Q1 		$11.9M Buy
232,954
+15,980
+7% +$822K 0.02% 618
2025
Q4 		$11.2M Buy
+216,974
New +$11.2M 0.02% 630

Other funds holding PSDM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rockefeller Capital Management increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 2.6% in Q2 2026, buying an estimated $312K and bringing the position to 239,060 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #656.

Rockefeller Capital Management first reported a position in PSDM in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • Rockefeller Capital Management held 239,060 shares of PGIM Short Duration Multi-Sector Bond ETF worth $12.2M as of Q2 2026.
  • Rockefeller Capital Management bought 6,106 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $312K.
  • PGIM Short Duration Multi-Sector Bond ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #656 holding.
  • Rockefeller Capital Management first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

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