Rockefeller Capital Management
PSFM icon

Rockefeller Capital Management’s Pacer Swan SOS Flex April ETF PSFM Stock Holding History

Rockefeller Capital Management’s Portfolio PSFM Stock Details PSFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.1K Hold
1,700
– – ﹤0.01% 3227
2025
Q4 		$54.1K Hold
1,700
– – ﹤0.01% 3028
2025
Q3 		$53K Buy
+1,700
New +$52.2K ﹤0.01% 2885
2023
Q1 		– Sell
-1,700
Closed -$37K – 3424
2022
Q4 		$37K Hold
1,700
– – ﹤0.01% 2534
2022
Q3 		$34K Hold
1,700
– – ﹤0.01% 2534
2022
Q2 		$35K Buy
+1,700
New +$36.9K ﹤0.01% 2448

Other funds holding PSFM

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $97.7M AUM 14.21% 1-Year Est. Return

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

Rockefeller Capital Management held its Pacer Swan SOS Flex April ETF (PSFM) position steady in Q1 2026 at 1,700 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3227.

Rockefeller Capital Management first reported a position in PSFM in Q2 2022 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold PSFM as of Q1 2026.

  • Rockefeller Capital Management held 1,700 shares of Pacer Swan SOS Flex April ETF worth $55.1K as of Q1 2026.
  • Rockefeller Capital Management left its Pacer Swan SOS Flex April ETF share count unchanged in Q1 2026.
  • Pacer Swan SOS Flex April ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3227 holding.
  • Rockefeller Capital Management first reported a position in Pacer Swan SOS Flex April ETF in Q2 2022 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Pacer Swan SOS Flex April ETF as of Q1 2026.

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