Rockefeller Capital Management
YLDE icon

Rockefeller Capital Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Rockefeller Capital Management’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.89K Hold
88
– – ﹤0.01% 4248
2026
Q1 		$4.75K Buy
88
+7
+9% +$389 ﹤0.01% 4260
2025
Q4 		$4.39K Buy
+81
New +$4.37K ﹤0.01% 4115

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SRWM
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PAG
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Cetera Investment Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Rockefeller Capital Management held its ClearBridge Dividend Strategy ESG ETF (YLDE) position steady in Q2 2026 at 88 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #4248.

Rockefeller Capital Management first reported a position in YLDE in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold YLDE as of Q2 2026.

  • Rockefeller Capital Management held 88 shares of ClearBridge Dividend Strategy ESG ETF worth $4.89K as of Q2 2026.
  • Rockefeller Capital Management left its ClearBridge Dividend Strategy ESG ETF share count unchanged in Q2 2026.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4248 holding.
  • Rockefeller Capital Management first reported a position in ClearBridge Dividend Strategy ESG ETF in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q2 2026.

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