Rockefeller Capital Management
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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
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

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Thrivent Financial for Lutherans
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TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Rockefeller Capital Management increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 7.4% in Q1 2026, buying an estimated $822K and bringing the position to 232,954 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #618.

Rockefeller Capital Management first reported a position in PSDM in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold PSDM as of Q1 2026.

  • Rockefeller Capital Management held 232,954 shares of PGIM Short Duration Multi-Sector Bond ETF worth $11.9M as of Q1 2026.
  • Rockefeller Capital Management bought 15,980 PGIM Short Duration Multi-Sector Bond ETF shares in Q1 2026, an estimated $822K.
  • PGIM Short Duration Multi-Sector Bond ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #618 holding.
  • Rockefeller Capital Management first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q1 2026.

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