Rockefeller Capital Management
PTBD icon

Rockefeller Capital Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Rockefeller Capital Management’s Portfolio PTBD Stock Details PTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$187K Buy
9,739
+139
+1% +$2.67K ﹤0.01% 2635
2026
Q1 		$182K Sell
9,600
-4,946
-34% -$95.5K ﹤0.01% 2549
2025
Q4 		$282K Buy
14,546
+9,561
+192% +$187K ﹤0.01% 2189
2025
Q3 		$98.9K Buy
+4,985
New +$98.7K ﹤0.01% 2585

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rockefeller Capital Management increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 1.4% in Q2 2026, buying an estimated $2.67K and bringing the position to 9,739 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Rockefeller Capital Management first reported a position in PTBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Rockefeller Capital Management held 9,739 shares of Pacer Trendpilot US Bond ETF worth $187K as of Q2 2026.
  • Rockefeller Capital Management bought 139 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $2.67K.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2635 holding.
  • Rockefeller Capital Management first reported a position in Pacer Trendpilot US Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Pacer Trendpilot US Bond ETF position peaked at $282K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

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