Rockefeller Capital Management
YEAR icon

Rockefeller Capital Management’s AB Ultra Short Income ETF YEAR Stock Holding History

Rockefeller Capital Management’s Portfolio YEAR Stock Details YEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$142K Sell
2,812
-1,505
-35% -$76K ﹤0.01% 2671
2025
Q4 		$218K Sell
4,317
-60
-1% -$3.04K ﹤0.01% 2322
2025
Q3 		$222K Buy
+4,377
New +$221K ﹤0.01% 2181

Other funds holding YEAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Rockefeller Capital Management reduced its AB Ultra Short Income ETF (YEAR) stake by 35% in Q1 2026, selling an estimated $76K and leaving 2,812 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Rockefeller Capital Management first reported a position in YEAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $222K in Q3 2025. 87 funds tracked by Wall St. Rank hold YEAR as of Q1 2026.

  • Rockefeller Capital Management held 2,812 shares of AB Ultra Short Income ETF worth $142K as of Q1 2026.
  • Rockefeller Capital Management sold 1,505 AB Ultra Short Income ETF shares in Q1 2026, an estimated $76K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2671 holding.
  • Rockefeller Capital Management first reported a position in AB Ultra Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's AB Ultra Short Income ETF position peaked at $222K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q1 2026.

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