Rockefeller Capital Management L.P.
Position in PMO — Franklin Municipal Opportunities Trust
CIK 1739439
NEW YORK, NY
Position in PMO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$826,101
-$130,981 QoQ
Shares Held
80,204
-10.3% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Rockefeller Capital Management L.P. holds $1,112,986,934 across 323 Asset Management names. PMO ranks #102 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
224,843 | $216,233,758 | |
| 2 | BX |
Blackstone Inc.
|
1,079,967 | $124,185,402 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
1,625,764 | $59,746,824 | |
| 4 | APO |
Apollo Global Management, Inc.
|
459,986 | $51,251,638 | |
| 5 | KKR |
KKR & Co. Inc.
|
525,122 | $48,573,783 | |
| 6 | AMP |
Ameriprise Financial Inc
|
102,527 | $45,562,997 | |
| 7 | ARCC |
Ares Capital Corp
|
2,290,796 | $41,280,142 | |
| 8 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
2,802,868 | $35,484,307 |
All Filings in PMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $826,101 | 80,204 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $957,082 | 89,447 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $968,706 | 93,776 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $922,123 | 93,238 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $944,816 | 92,720 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $947,418 | 93,526 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,520,081 | 139,457 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,372,377 | 133,760 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,275,435 | 125,535 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,154,097 | 112,815 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,200,774 | 130,519 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,453,944 | 142,404 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,311,410 | 126,584 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $635,061 | 58,531 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $524,603 | 53,531 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $837,455 | 71,031 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,008,086 | 86,531 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,395,806 | 96,931 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,478,654 | 107,931 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,526,144 | 107,931 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,438,503 | 107,351 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $1,442,255 | 105,351 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,171,852 | 90,351 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,129,125 | 88,351 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,006,307 | 84,351 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||