Rockefeller Capital Management’s VanEck Short Muni ETF SMB Stock Holding History

Rockefeller Capital Management’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.07K	Sell	523 -9,946	-95%	-$172K	﹤0.01%	4056
2026 Q1	$181K	Buy	10,469 +4	+0%	+$70	﹤0.01%	2554
2025 Q4	$182K	Buy	10,465 +8	+0.1%	+$139	﹤0.01%	2425
2025 Q3	$182K	Buy	+10,457	New	+$181K	﹤0.01%	2278
2022 Q2	–	Sell	-20,015	Closed	-$342K	–	4367
2022 Q1	$342K	Hold	20,015	–	–	﹤0.01%	1473
2021 Q4	$358K	Hold	20,015	–	–	﹤0.01%	1437
2021 Q3	$360K	Sell	20,015 -1,868	-9%	-$33.7K	﹤0.01%	1376
2021 Q2	$395K	Hold	21,883	–	–	﹤0.01%	1285
2021 Q1	$394K	Hold	21,883	–	–	﹤0.01%	1106
2020 Q4	$396K	Hold	21,883	–	–	﹤0.01%	991
2020 Q3	$394K	Hold	21,883	–	–	﹤0.01%	846
2020 Q2	$394K	Sell	21,883 -26,237	-55%	-$466K	﹤0.01%	778
2020 Q1	$836K	Buy	+48,120	New	+$851K	0.01%	511

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Rockefeller Capital Management reduced its VanEck Short Muni ETF (SMB) stake by 95% in Q2 2026, selling an estimated $172K and leaving 523 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #4056.

Rockefeller Capital Management first reported a position in SMB in Q1 2020 and has held it in 13 quarters since. The position peaked at $836K in Q1 2020. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Rockefeller Capital Management held 523 shares of VanEck Short Muni ETF worth $9.07K as of Q2 2026.
Rockefeller Capital Management sold 9,946 VanEck Short Muni ETF shares in Q2 2026, an estimated $172K.
VanEck Short Muni ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4056 holding.
Rockefeller Capital Management first reported a position in VanEck Short Muni ETF in Q1 2020 and has held it in 13 quarters since.
Rockefeller Capital Management's VanEck Short Muni ETF position peaked at $836K in Q1 2020.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

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