Rockefeller Capital Management
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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
Q2 		$103K Sell
2,042
-770
-27% -$38.8K ﹤0.01% 2977
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 $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 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
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

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

Rockefeller Capital Management reduced its AB Ultra Short Income ETF (YEAR) stake by 27% in Q2 2026, selling an estimated $38.8K and leaving 2,042 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

Rockefeller Capital Management first reported a position in YEAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $222K in Q3 2025. 92 funds tracked by Wall St. Rank hold YEAR as of Q2 2026.

  • Rockefeller Capital Management held 2,042 shares of AB Ultra Short Income ETF worth $103K as of Q2 2026.
  • Rockefeller Capital Management sold 770 AB Ultra Short Income ETF shares in Q2 2026, an estimated $38.8K.
  • AB Ultra Short Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2977 holding.
  • Rockefeller Capital Management first reported a position in AB Ultra Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's AB Ultra Short Income ETF position peaked at $222K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held AB Ultra Short Income ETF as of Q2 2026.

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